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How do I link a Note to a specific account for a contact?

If you need to tie a Note to a particular account for a contact, there are two ways to do so.

To illustrate, let's take a look at the Accounts page for Emily Investor:

 

eiaccs.png

 

Now, let's say that we want to attach a Note to two of these accounts.

The first method would simply be to create a Note for Emily, from whatever area of the database you're currently in.  On the Add New Note dialog, you'll see an Account box where you can select one of her accounts to tie the Note to:

 

anncsc.png

 

In this example, we'll select the Charles Schwab account and after filling in all other relevant data we'll click Save Note.

The second method is (from the Account Details page for an account, which you can access from a contact's Accounts page by double-clicking the account or right-clicking it and selecting View Account Details) to add a Note which will automatically be tied to the account.  Below we are looking at the bottom of the Account Details page for Emily Investor's American General account:

 

anltac.png

 

If we click Add in the Account Notes section, we'll see an Add New Note dialog that already reflects linkage to the account whose Details page we were viewing (in this case the American General account):

 

ago123.png

 

Regardless of which of these methods you use, the linked Note will then be on display within the Account Notes section of the Account Details page for that account, as in the example below:

 

yelacno.png

 

Also, from her Recent Notes section on her Overview (or from her main Notes page), this Note would appear as the below:

 

recnotesag.png

 

If the client has more than one account with a particular company, you can simply hover over the Account Company name in the Note to determine quickly which account the Note pertains to:

 

amgennot.png

 

 

 

 

 

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