1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory for information on filtering your list of members.
2. Click the name of the member in the list.

   

3. Click the arrow in the header bar.

   

4. Click New Note.

   

5. Enter the following:
   • Contact: If needed click the > to select a different contact. The contacts are displayed alphabetically.
   • Task: If needed click the > to select different tasks. Tasks are communications categories.
   • Subject: Enter the subject for this note (required).
   • Message: Enter details of the note (required).
   • Follow-Up Date: If you wish to include a follow-up for this note, click the > and select a follow-up date.
6. Click Save. The note is now logged on the member's communications tab.

Related articles

• Communication Tasks

• Viewing and Recording Communication History