Tip of the Month for: October 2024
Answers 9.1 Adds Notes to Additional Contacts
The newest release of Answers that is rolling out to customers in September and October adds the ability to enter, store, and view notes on all Contacts throughout the system.
A new Notes icon
will appear to the right of the Contact Name when you are
adding, editing, or viewing a Contact from the Contact
Maintenance or Search functions.
The same Notes icon
will also appear on the toolbar above the list of contacts
in Contact Maintenance or Search to allow viewing Notes
directly from the list without having to open up the editing
window.
This applies to customer, vendor, and prospect contacts, and on vendors it also includes those that are used on vendors setup for which you are also a Manufacturer Rep for Commission purposes (for those users using this feature).
Similar to other notes in the system, you can enter and store up to 999 lines of Notes per contact.