Modifying Note Information for a Contact

Complete the following procedure to modify the note information for a contact.

To modify the note information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

3. Update an existing contact note as follows:

   1. Tap Notes in the list in the side pane.

      All notes associated with the contact appear in the Notes list in the main pane.

   2. Tap the note that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new contact note as follows:

   1. Tap Notes in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new note on the form that appears, and then save the record.