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Tickler/Notes - Task, Action and Prospect Organizer
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Tickler/Notes Entry and Update page

 

Tickler/Notes can be entered from any page where the Notes icon  is displayed (For example, on the Contact Management page) by clicking on the icon or by clicking on the Add New button  on the Tickler/Notes Entry and Update page.

 

 

The fields located on the Tickler/Notes Entry and Update page are described in the section above titled “Tickler/Notes Search Page”.  To update or view a specific note, click on its corresponding Radio Button and the data displayed on the page will update accordingly.

 

 

Tickler/Notes Entry and Update Page Buttons:

 

Clears the page of values and prepares it for a new entry.

Saves the data entered into the Tickler/Notes Entry and Update Page fields.

Deletes the Tickler/Notes Record.

Prints the website page to the user’s local printer.

Closes the page without saving or updating values.

Closes the page and prompts to save the data.

 

 


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