Adding Notes to My Contact

InterAction+™ for Microsoft 365® users will be able to add My Notes and Firm Notes to their contacts in the Notes tab. There will be a Name/Date stamp feature, just as in Client Insights, that users can add to each note if they choose.

There will be access rights to Notes. If a user has been given restricted access to firm notes in Client Insights that will be honored in IA+365.

To Add Notes to a Contact:

1. Click the Search icon to find a contact you want to add a Note to.

2. Click on the Note icon to view existing notes.

   

3. Click Edit Firm Notes.  The Edit Firm Notes panel will open.

4. Optional:  Click Insert Date/Name to add your name and today's date to the Note.

   

5. Click Save to save your Note.