Notes are an internal storage system found on the Account and Contact level.
Clients are not able to view Notes.
A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file.
Select +Add New in the upper-left side of your screen.
Select Note.
Select the Account.
Select the Contact.
Select a Date.
Enter a Title.
Enter a Description.
Attach files using Drag & Drop, Liscio Vault or Browse.
Select Create Note.
Note: To find the saved note, navigate to the Account or Contact and click on the Notes tab.