E-Training: Attaching a Sticky Note to a Contact

This article covers attaching a sticky note to a contact.

Although there are a number of places in Prevail to track notes, there are occasions when a particular piece of information is so important in a particular contact that you don’t want anyone in your firm to do anything in that case without knowing and acknowledging that piece of information. This is the time to use a Sticky Note in the contacts! When you pull up a contact that has a Sticky Note attached, the Sticky Note window will pop up in front of the page.

Instructions

1. Go to the desired Contact.

2. Click 'Sticky Note' at the top of the window.

3. Enter the message for the Sticky Note in the window.

4. Click ‘Save’

   1. When the Sticky Note displays, the name of the user who created the Sticky Note, date & time created, and the date it was last modified will automatically display.

      Open

      

      Example Sticky Note

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