Company / Contact Notes

You access Company/Contact Notes from the CRM tab on the top menu, shown below.

Figure 1

The Company / Contact Notes screen (see Figure 1) is where you can view notes for companies and contacts.

Figure 2

The screen displays notes for both company and contacts. To search the records.

1. Click on the Filter Button (Green Box on Figure 2).
2. You can select a starting date.
3. You can select a ending date.
4. You can filter by company.
5. You can filter by created by.

Figure 3