A Contact noteM, in order to be really helpful, must contain all essential information and be easy to retrieve.
- Assign a Category from the picklist to facilitate targeted searches.
- Enter a Subject manually or select a value from the expandable picklist.
- Enter all relevant details in the Description field.
- The Handling date and time and the current User are preset but can be changed manually. If needed, the Duration of the interaction can also be entered.
- To comply with the legal requirements concerning the use of personal data, select a Data use purpose from the picklist in the toolbar.
- Save your input by clicking on the icon in the top left-hand corner of the input window.