Document every customer contact so that all colleagues can retrieve up-to-date information on agreements, special conditions or feedback discussions at any time.

1. Go to the  Contacts^M tab in the side navigation.
2. The input window will open to display a list of all previously entered contact notes.
3. In the toolbar above the list of contact notes, click on  New to open a new input window.
4. A new contact note will open. The Account name and name of the primary contact person will be preset. To change the contact person, select a different name from the picklist.