Contacts: History

Contacts: History

Contacts: History

Adding a note or event relating to a specific Stockbook contact.

Editing a Contact:

  1. Select the Contact from the Contact List
  2. Click on Edit at the bottom of the screen
  3. The History information will be at the bottom of the contact screen 


Adding a Note to the History:

  1. Select Add at the bottom of the history screen


  1. Enter the date of the history entry
  2. Enter the details that you wish to for the entry
  3. Select OK


Editing / Deleting a History Note:

  • Select Edit to edit a selected history.
  • Select Delete to delete a selected history.
  • A selected history will be highlighted blue in the list of history entries for that contact. 

 

Article ID 1778

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