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Adding Notes for an Organization

The Add Notes button allows you to add notes to the Organization Profile. The notes show on the Organization Profile, Notes child form tab.

  1. Go to the Organization Profile.

  2. Click the Add Notes action icon.

  1. On the Notes Information form, enter a Subject (required).

  2. Type (or copy and paste) content into the Notes text box. If typing notes is going to take longer than 20 minutes, you are advised to copy/paste your notes from another application to prevent your session from expiring and losing your notes. See Refreshing an Expired Session for more information on session timeouts.

  3. If your note should be designated high priority on the Notes child form, click the High Priority check box.

  4. If you would like your note to appear in a pop-up window each time the applicable profile page is accessed (in this case, the Organization Profile), click the Popup on Profile check box.  View the Help topic on Adding a Pop-Up Note to a Profile Page for more information.

  5. Click Save.

  1. To view the note, click the Notes tab, expand the Notes child form, and click the edit icon next to the note to be viewed. Click delete to remove the note.

Tip: Use the Data Import Wizard to import multiple notes at one time for both individuals and organizations.