A Contact note^M, in order to be really helpful, must contain all essential information and be easy to retrieve.

1. Assign a Category from the picklist to facilitate targeted searches.
2. Enter a Subject manually or select a value from the expandable picklist.
3. Enter all relevant details in the Description field.
4. 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.
5. Select a Data use purpose from the picklist in the toolbar to comply with the legal requirements concerning the use of personal data.
6.  Save your input by clicking on the icon in the top left-hand corner of the input window.