Comments and history

What are comments?

Comments are free-form notes that you can make on a contact.  They can be anything you want.  They provide a history and background information for each of your contacts. 

How do I add a comment?

Comments can be added to a contact under the Add Comment heading in each contact. Type the comments in the add comment box and click the Add comment button. The comment will be recorded under the Comments and History heading.  Besides comments that you manually enter, most every system interaction is also automatically noted in the comments and history section.  For example, when someone completes a task it is recorded in history.  The task name, the name of the user, and the current time stamp are automatically added to the contact's comments and history section.

How do I delete a comment? 

Recorded items can be deleted by clicking on the delete button at the end of the record.  Comments cannot be edited.