How to Add Notes

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 1:33 PM by Corey Nolan

Follow these steps to add notes in Inline.

1. Click the Icon (Yellow Post it) to add notes on the Contact, Quote and/or Policy Pages. Notes can be added on any page that displays this icon. Below are examples of where you can locate this icon across Inline CRM.

2. Once you click the Note icon an Edit Note window will appear. (screenshot below) The Regarding field defaults to "General Note" but can be edited. There are no limitations on the amount of characters or spacing in the note field.

A. Contact Page

B. Quote Page

C. Policy Page

*Other locations you can find the Note Icon*

3. View Full History- This can be viewed on both the Contacts and Policies page under the History tab by clicking the Clock Icon. (screenshots below)

4. The View Full history allows filtration of Notes, Activities, Database Change and Audit. The system is intuitive, so unselecting these options will filter it, and will not change till selection has been resubmitted.