Add Note

Notes can be added to a contact to record additional information, such as a phone call or meeting with the contact.

A note can also be added to a contact with a reminder to notify a user to action something or simply provide information. You can also add a note to related contacts, for example a team within an organisation.

To do this, you need to find the contact to record the information against.

Click Add Note from the action buttons on your contact:

You can use a document for your note or add free text to the main dialogue box.

Select your note type (these are added as attributes), Note Security, Note Date, and Note Time (these will be populated with the current date and time).

Share To Related Contacts

When adding Contacts into Vega, you have the option to add relationships - You can see more on this in article Relationships – Vega.

You now also have the option to share a note to related contacts. For example: Tara works for Vega, and I have updated notes in Tara's record. I can see Tara's notes in the notes under Vega's account. Emily also works at Vega, and I've recently updated her notes. When I go to Vega's record, I can see both Tara and Emily's notes.

Click Add Note, and in Note Security 'Share To Related Contacts'

Under tab Related Contacts, you can select the contacts who have a relationship with the contact that you would like to attach the note to, and then click Save.

This note will now be visible under any shared contacts dashboard, in Notes and Note Email, 'Shared Notes From Related Contacts'. This note will be read only and cannot be edited unless it is edited from the assigned contacts dashboard. 

Reminders

If you would like to add a reminder for a Vega User you can do this with the fields at the bottom of the note pop-up window.

Alert- This will show the content of the note as an alert message when the assigned user logs in on the due date. The alert does not include a link to the contact, these will need to be included in the note if required. The user can click the X to dismiss the alert for that session or click Don't show this again to remove it fully. 

Message- This will notify the assigned user that they have a message on the due date by showing a number next to the mail icon on the top bar. 

The assigned user can then open the message to display the note contents on the screen. Clicking See all in Inbox will take the user to their Vega mail inbox and show the Vega ID the note has come from. The mail icon will show a new message until the reminder has been marked as read.

The reminder reason dropdown can be customised from Admin > Attributes, select the Attribute type 'Bring up Reasons' and add your own reason attributes which will then be available in this dropdown.

Below is a demonstration of the Note creation process, along with what that note looks like when it's received by the assigned user.

See the article 'Receiving and dismissing notifications and alerts' for more info.

To delete a note use the Delete function located on the bottom of the note section, please be aware this function can only be used by users with Admin roles.