Quick Notes:

You can quickly add notes to a Contact or a Consultant or a Requirement or a Company.  This is a very useful feature, but rarely used in other applications like MS Outlook, etc., because you have to go through cumbersome steps and waits.  In cBizOne, with the combination of Live Search and Auto Save Notes, this is easy to use and it is quick.

1. Select the folder using Folder List.
2. Select the desired item from the List View. For example, John Doe in Contacts.  You can quickly search for a Contact using Search Bar.
3. All the existing notes, if any, for that item is displayed.
4. To add notes, click on Date Stamp Button. It will create an entry with User ID with date stamp.
5. Enter your notes for the item.  Notes will be saved automatically.