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Chapter 10. Creating and Organizing Notes > Assigning Notes to Contacts

Assigning Notes to Contacts

You might be working on a project and remember a task that needs to be completed by someone on your team. You can quickly jot a note, and then assign a contact to a note. Once you assign a note to a contact, it appears on the Activities tab of the Contact window. You can access the note by double-clicking it either on the Activities tab or in the Notes folder. Any changes you make are reflected in both locations.

Assign a Note to a Contact

Click the Notes button on the Navigation pane.

Double-click a note.

Click the Note icon, and then click Contacts.

Click the Contacts button.

Select the contact to whom you want to assign the note.

Click OK.

Click the Close button.


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