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Notes

The Notes panel reports on all Contact Notes in the ACT! database.  The Notes Preferences filter allows the notes to be filtered by:

1. Date Field to be used in Date Filter:
   • Create Date
   • Edit Date
2. Start and End date.  These dates can be absolute (i.e. 1/1/2009) or relative (by using the keywords in the dropdown.)  Relative dates can also be customized, as described in Custom Relative Dates.

The Notes Panel will show the fields for each: (See List View for how to add these fields)

• Note
• Contact of the Note
• Company of the related Contact

From the Notes List View, right clicking an item allows the following functions:

• Delete Note
• Go To Contact: Go directly to the Contact Detail view of the selected note

The right clicking feature can be applied to multiple selected items.

See also