Managing a person profile's notes and attachments

To view and manage notes and attachments in a person's profile:

  1. In the command bar, click on Profiles.
  2. Select People from the dropdown menu.
  3. To view the person's profile, click on their name.
    1. Use the search box to filter the list of profiles by name or email address.
    2. Use the page controls to change how may profiles display at once and to navigate between pages.
    3. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.

Selecting Profiles form the command bar

  1. Use the options in the Current List of Notes & Attachments box to manage notes with that person.
    1. Use the search box to look for notes by subject.
    2. Use the page controls to navigate the list of notes.
    3. Click on the notes subject to view its details.
    4. To edit a note, click on its mode_edit icon in the Actions column.
    5. To permanently delete a note, click on its delete_forever icon in the Actions column.
    6. Click on the Refresh button to refresh the list of notes.
    7. Click on the New Note/Attachment button to add a new note for that person.

Options for managing notes and attachments

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