11.2. Create

Suppose we would like to write a short introduction about a company. What do they do, make, sell, or service? We go to the company details page and click on the 'Create a note' menu option. A screen will appear similar to the one in the next picture. I took the liberty of adding some information as well.

As you can see I set a reminder date because I would like to hear from my contact if they are interested. I used minical to easily pick a date. Now when I click on the 'Enter' button I will get the company's details screen I saw earlier, but as you can see in the next picture it now also mentions the note we have made.

Now that you know how to make a note, lets have a look at where they pop up.