Assigning Notes to Contacts

You might be working on a project and remember a task that needs to be completed by someone on your team. You can quickly jot a note, and then assign a contact to a note. Once you assign a note to a contact, it appears on the Activities tab of the Contact window. You can access the note by double-clicking it either on the Activities tab or in the Notes folder. Any changes you make are reflected in both locations.

Assign a Note to a Contact

Click the Notes button on the Navigation pane.
Double-click a note.
Click the ...

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