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Document and notes of contact
The main modules > Contacts > Contacts detail view > Document and notes of contact

In the dosument and notes general letters, faxes and notes for a contact are created and stored hierarchically. The following additional functions are available for this navigation point:

 

Create a new document / note
Delete the selected document / note
Show from projects Also show documents and notes that are stored at a project document of the contact.

Full text search

Searches for phrases in the title of all documents of the contact

When creating a new entry a title is to be entered that can be used in subject line of letters and for simple finding in the list view. New entries can be a note, a letter or a fax. A note is a simple text field. When selecting letter or fax, an additional selection has to be made to choose a document template that was first created in the text template administration. This can be a simple template that only contains the contact address. For recurrent letters it's useful to create a complete pre-formulated sample template that can be chosen here.

 

Adding a new document for the contact

Adding a new document for the contact

 

The different documents are highlighted by own icons in the list view.

Note
Letter
Fax

 

When a new letter or fax is created or an existing document is edited additional functions for text formatting are available.

 

Editor of a document

Editor of a document