Add Note - Structure

If you add a follow-up date, Quadra will create a notification under Your Account and you will receive an email reminder.

Add a Note

1. Open the Structures module of the account you plan to edit. 
2. Find the structure within the list. Under the action menu, click Notes.
   
   
3. Click Add Note
4. On the Add Note page, type a Description of your note.
5. Type a Follow-up date in the specified format or a select a date from the calendar provided.
6. Specify a Priority: High, Medium or Low.
7. Click Add Note.