How do I add notes to a master contact?

Businesses

Add a note to a master contact. The master contact notes will be available for viewing when you look up a master contact in the Master Contacts table in System Management.

You can view the business notes in the following places:

Setup New Businesses (Notes tab > Master Contact tab)
Modify Existing Businesses (Notes tab > Master Contact tab)
Setup/Modify Contacts (System Management)

Adding a note to a master contact

1. Open Connect Business License > Businesses > Modify Existing Businesses.

2. Click to select the Notes tab.

3. Click to select the Master Contact tab.

This tab is available when a master contact is linked to a business. The master contact is saved on the Business tab. If the Master Contact box is blank, the Master Contact tab will not be available.

4. To add a note, click in the Master Contact Notes box and start typing.

Modify Existing Businesses, Master contact tab

5. Click Save (CTRL+S).

202208, 2022Mar10