This portal shows a chronological history of all notes associated with a contact's related projects. To access it, in the Contacts Detail View, select Notes from the Logs tab's Action drop-down list.
Add:
Click this button to add additional notes.
Grid
Date:
The date on which the note was created.
Time:
The time the when the note was added.
By:
Person who has created the notes.
Type:
The type of note (for example, phone call, callback, test log, etc.).
Project No.:
The project number whose notes appear in the grid.
Project Name:
The name of the project associated with the notes.
Description:
A brief description giving a general idea about the note.
Edit:
Click the row to view or edit note details.
Delete 
:
Click
to remove the selected item from the portal.
Sort:
The list can be sorted by clicking the column headers.
Button Panel
Help:
Opens the ArchiOffice Help in the Contacts section.
Filters:
Use the portal filters to narrow the list of items displayed in the portal.
From-To:
These fields limit the notes displayed in the grid to those that fall within the date range specified.
By:
This field limits the notes displayed in the grid to those created by the specified person.
Project:
Make a selection from the drop-down list to specify the project whose notes you want to view.
Type:
Filter the notes by specific type (for example, phone call, callback, test log, etc.).
Action
New:
Select this option to add new notes.
List:
Select to view all notes.
Find:
Select this option to search for notes associated with a contact.