Maybe a customer contact gives rise to further contacts - if so, a follow-up can be created in the contact note^M itself. The account name will appear in your list of Follow-ups in the lower half of your Info Centre on the selected day. Remember to enable Contact notes as a   data source for your follow-ups.

1. Select a date in the Follow-up field at the top right-hand corner of the input window to create a follow-up for the contact note.
2. Add a reason of the follow-up.
3.  Save your input by clicking on the icon in the top left-hand corner of the input window.