Add Contact History

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To add a history note for a contact in the contact view follow the steps below
 
1. Select the contact whose history is to be added to by clicking on the contact and highlighting it.

 

 

2. In the Contact History Note box add the text relating to the history or note. The Date and By boxes cannot be edited.
 

 

3. Click on the Add Note button.

 

 

4. If the addition of the history note is successful the following message will appear.