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Notes

The Notes tab is a place to document longer information and conversations that would not fall under the "Quick notes" category.

Add a new note

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Click "+Add a new note..." to create a new note.

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  1. Type your new note
  2. Click "Submit" to save

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Notes will appear in chronological order, with the most recent note at the top.

Edit a note

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Double-click on note text

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  1. Edit text
  2. Click "Ok" to save

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The edited note is now saved.

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