KxConferencing > Guides > Profile Notes

Overview

Contact and Company profile notes can be used to share information and intelligence on an existing, potential client, or their company across your operation.
These notes not only appear when the contact or company is typed in, but also can be used in the mailshot search criteria screen.
Some examples of how the different categories can be used are as follows:

Configuration

To use Contact and Company Profile notes effectively you need to set up note categories to attach your notes to.
To do this you need to go into Configuration > Contacts > People & Companies
Then select either Company Profile Categories or Personal Profile Categories. Both lists of note categories are added in the same way. If you want the same category to appear in both fields, you need to enter it twice.

Select the category type you want to add to then select the Add button at the bottom right of the new window.

Type in the name of the category as you want it to appear and then click Save.

Repeat this process for all the Company Profile Categories that you want and then again for the Personal Profile Categories.

Adding a Note to a Contact or Company

You can add a contact profile note or company profile note either via the Edit Contact, Edit Company screens, or directly from the Clients tab within an event. You are also able to add the notes from many areas within the Sales & Marketing Application.

To access the Edit Person or Edit Company screen click on the magnifying glass found next to every contact or company search box, such as on the New Inquiry screen.



When the Edit Contact/Company screen appears you can add a note by clicking the Add button at the bottom.



This will then bring up the Company or Contact Profile screen. You need to first select the category for the note you want to add, then type in the note details.

You can give your note an expiration date (ex. if a company is on a delinquent payments list). If the note is not time dependant then leave the expiration date field blank.

Set the status of the note: positive, negative or neutral via the dropdown.

Finally, decide if you want the note you are typing in to automatically display whenever the Contact / Company are typed in (the note pops up on the screen). If you choose not to tick the Display box then the note will still be added and represented by a note icon that would need to be clicked on to view the note.


This is how the note looks when it is ticked to display automatically on the New Inquiry screen:



If it is not ticked to display automatically then the user will need to click the note icon next to the contact or company in order to view the note.