Account Structured Note

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Revision as of 12:01, 20 August 2014 by Robert (talk | contribs)
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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

Add Entries

Change Sections Order

Remove Section

Structured Note Templates

Searching Within Structured Note

Web Interface

Structured Note in Secondary Contacts