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:
- Click the Search icon
to find a contact you want to add a Note to.
-
Click on the Note
icon to view existing notes.
- Click Edit Firm Notes. The Edit Firm Notes panel will open.
-
Optional: Click Insert Date/Name to add your name and today's date to the Note.
- Click Save to save your Note.