Enterprise Mailing Solutions

Create a New Note

To create a new note, either click on New Note in the tree view on the left hand side, or click the New icon on the actions toolbar.

* Color – Choose a color to make this note. You may wish to assign colors based on urgency or however you wish to color code.
* Note – The actual body of the note.
* Categories – You may assign one or more categories to each note to make for easier searching.
o To add a new category, click the Master Categories icon from the actions toolbar. Then list the categories you would like to add, one per line.