Keeping notes about an employee or other name

Each entry on your Employee, and Other Names lists has its own notepad where you can keep miscellaneous notes.

To enter a note:

  1. Choose Lists > Employees or Lists > Other Names.
  2. Select the name you're interested in and choose Edit from the Action pop-up menu ( image).
  3. Click Notes.
  4. Enter the note.

To view your notes: