Intelligent Notes:

             

You can Add an intelligent note for all the entities contacts/consultants/Requirements/companies just by right clicking on any entity record, Select Note.

• Select the Sub-Type from the lookup list.
• Type descriptive Subject or select from the lookup.
• Type Notes to add details about the note.
• Check Private if you want to make private to you, so no other users can see it.
• Select Ok to save it.