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4.6 Account Notes

The Account Notes section allows you to enter and store notes pertaining to your account. To add a note:
  1. Select Account from the top navigation menu. 
  2. Click on the Add tab next to Account Notes.  
  3. Complete the following: 
a. Enter in the "Subject" of the note.
b. Select the "Note type" from the drop-down menu: Reminder, Contact Information, Goal, Procedures, or Other.
c. Enter in the text of the note in the "Description" text box.
d. Click Save. 



See also

4.1 Billing Details
4.2 Subscriptions
4.3 Support Fees
4.4 Hub Details
4.5 Custom Fields
4.7 Account Users
4.8 Adding Account Administrator Access to an Existing User
4.9 Removing Access from an Existing Account User