Add a note
TurnLink allows you to record Notes from within a Company Overview or in batch via the Advanced Search > Push Results To menu.
To add it from the Company Overview, first select 'Add a note' from the 'What would you like to do?' menu :
1. Date: The date will default to the time the Notes Action first loads. Click on it to make changes.
2. Type: Select the Type of Note to categorize it from your company's Note Type list which is set by your Administrator :
5. Complete the body of your note.
**Every minute a draft will be saved and then updated. If you do not click 'Save', the Event will always be In Draft Mode. If you lose your connection or need to go to a different Company Overview and then want to return to finish your Note, the draft is a great feature. You can also click on 'Save Draft' button to initiate saving a draft of your Note.
To add it from the Company Overview, first select 'Add a note' from the 'What would you like to do?' menu :
1. Date: The date will default to the time the Notes Action first loads. Click on it to make changes.
2. Type: Select the Type of Note to categorize it from your company's Note Type list which is set by your Administrator :
3. Templates: You may then select from your Templates if applicable. Templates are created via Setup > Templates. Your TurnLink administrator may setup global templates for you to use eg a demo report form or sales questionnaire.
4. Select a Contact from the Company Overview you are working in if you wish to save yourself the time to type the name of the person you contacted and are Noting:
5. Complete the body of your note.
6. Optional, toggle the Priority checkbox if you wish to flag the note as a priority which will break chronological order in the Events view, and force it to display on the top of the list always.
**Every minute a draft will be saved and then updated. If you do not click 'Save', the Event will always be In Draft Mode. If you lose your connection or need to go to a different Company Overview and then want to return to finish your Note, the draft is a great feature. You can also click on 'Save Draft' button to initiate saving a draft of your Note.
