{"id":7843,"date":"2021-06-29T21:56:58","date_gmt":"2021-06-29T16:56:58","guid":{"rendered":"https:\/\/www.centrix.one\/?post_type=docs&p=7843"},"modified":"2024-06-17T14:39:04","modified_gmt":"2024-06-17T18:39:04","password":"","slug":"add-note","status":"publish","type":"docs","link":"https:\/\/www.centrix.one\/en\/faq\/crm-contact-account-management\/add-note\/","title":{"rendered":"How do I add a note?"},"content":{"rendered":"\n
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Introduction<\/strong><\/h2>\n\n\n\n

In CentrixOne CRM, you can add notes to a contact card, an account card, a task, and an opportunity. Where you leave a note depends on your purpose for that note.<\/p>\n\n\n\n

A note left in a custom field of a contact or account card can be quickly consulted. On the other hand, it is only accessible via the contact card and is not associated with a task or an opportunity.<\/p>\n\n\n\n

You can also create a Notes<\/strong>-type task. These notes are accessible via the Tasks<\/strong> section of a contact card and via the Tasks<\/strong> module (to display them in the Tasks<\/strong> module, you need to filter specifically on Notes<\/strong>-type tasks). When you create another type of task (email, phone, task (\u201cto-do”)<\/em> or meeting), you can also leave notes in the Comments<\/strong> section of this task.<\/p>\n\n\n\n

A task created in a contact card will be accessible via the contact card and via the associated account card (if applicable). On the other hand, a task created in an account card will only be accessible via the account card.<\/p>\n\n\n\n

You can also add a note to an opportunity. This way, when you open the opportunity, you quickly get an overview of all the notes associated with it. Even if a note is added via an opportunity, it is visible via the client card’s Tasks<\/strong> section.<\/p>\n<\/div><\/div>\n\n\n\n

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