Create New Contact Comment

New comments can be added to existing contact records from several places within the CRM application.  These places include the

•      Contact Manager

•      Customer Manager - by accessing the Contact Detail panel that is contained in the Customer Manager.

•      Company Lookup – by accessing the Company Detail and then pressing the Contact Tab in the Company Detail.

Note:  Your ability to add new comments to existing contacts from any of the above locations (or to edit existing comments that are attached to contacts) can be restricted using the security features that are available in the system.  If you are unable to create a contact comment using the following procedures you should contact your system administrator to make sure that the security for these comments has been set up properly.

To add a new comment to an existing comment, you should perform the following steps.

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Contact Manager