Account Structured Note

Introduction

A Structured Note is basically a way to easily store custom data. You can create a Structured Note containing any data you want in whatever data entry sections you need, and you can save it as a template to reuse again and again. You can even have multiple Structured Note sections applied to each Account.

Using the Account Structured Note

Add New Section

To add a structured note for an Account:

1. Select the Account from the list in the Accounts window.
   
   
2. Go to the Structured Note tab.
   
   
3. Click Add Structured Note Section.
   
   
4. In the popup you can add a section header, new field entries (manually or from a template) and edit the values.