Add comments about the individual, such as contact information, special needs, and contact log, on the Comments/History tab.
Mouse over field for Field Name. Go to the Data Structure page to see more information.
The Comments tab offers three fields in which comments can be entered:
Comments - comments about individual. Â These comments will pop up when someone accesses the record IF you enter an exclamation point (!) as the first character of the field.
Special Needs - any special needs of the individual. Â If the Special Needs Popup preference is enabled (on Name Preferences), comments placed in this field will pop up on the screen whenever someone accesses the record.
Contact History - log of contacts with individual.
Name Comments/History Tab ​
Add comments about the individual, such as contact information, special needs, and contact log, on the Comments/History tab.
Mouse over field for Field Name. Go to the Data Structure page to see more information.
The Comments tab offers three fields in which comments can be entered:
CRM Log ​
The individual's CRM records are also displayed on this screen.