How To: Add Notes To A Contact in Contacts CRM


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The developers at WinWeb built all of our software with customer needs at the forefront of every design decision. The Contacts CRM section of Online Office is one of the most important parts of the software because it is filled with data relating to all the people your company has ever had dealings with, ranging from customers that have previous transactions in the Accounting Software records to prospects that you have been talking to using Business Email.

WinWeb Console

In this new version, we have made it easier than before to keep track of your ever expanding list of Contacts by adding appropriate ‘Notes’ to each one. These notes will ensure that searching through your list of contacts is made as simple as possible.

WinWeb - Contacts CRM - Customer List

To add a note to a specific contact, you must first log into your account in the usual fashion by visiting the WinWeb website. Once logged in, click on the ‘Contacts CRM’ icon to launch the application.
Here you will see a whole list of the contacts on your system. To add a note to one of them, simply click the ‘Action’ tab and then select the ‘Add Note’ option. The ‘New Note’ window will then open and you are able to add any note that you wish.

WinWeb - Contacts CRM - Add Note



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