Notes is an efficient way to add additional information to your contacts. To help save you the trouble of using sticky notes or other note apps, Agentcis made this feature so you can add additional information about clients, applications, and partners to your notes. 

To add a note for a client or partner,
Step 1: Go to the Notes & Terms tab in the contact or partner profile.

Step 2: Then click on the Add button to create a new note.

Step 3: Fill in the information

Step 4: Click on Submit to save.

Please Note: All the notes are saved under the Notes & Terms tab according to the added date. This will also be recorded in the Activities tab.