Fortix PlatformFortix Freedom Business Systems NotesHow to Add a Note to an Opportunity

How to Add a Note to an Opportunity

Notes in Fortix is used an informal way to remember conversations, to do something or take a note of any thought which cannot be actioned right now.

This article explains how to add a Note and a Reminder to an Opportunity in Fortix.

Navigate to the Opportunities page data-set.

The quick address is: /?opportunities

Find the Opportunity where the Note will be added. Click the Down arrow Menu next to Action on the right-hand side of the row. Select Add Note, by clicking on it. In brackets next to Add Note is the number of existing Notes for this Opportunity.

The Note Form opens with the Note Type defaulting to the Default Note Type which is Phone. Add the description and attached a file if needed.

 

Opportunities - Fortix Base - Google Chrome

Click on Reminder to Enable setting a reminder. Complete the fields and click SAVE.

Opportunities - Fortix Base - Google Chrome

A Note can also be added in the EDIT OPPORTUNITY page. Click on the opportunity to edit.

Click the More Menu on the EDIT OPPORTUNITY form.

Opportunities New Lead Import ID (#3), Lynette Noble - Fortix Base - Google Chrome

Select Add Note to add a Note to this opportunity.

Opportunities New Lead Import ID (#3), Lynette Noble - Fortix Base - Google Chrome

The Note Form opens with the Note Type defaulting to the Default Note Type which is Phone. Add the description and attached a file if needed.

Opportunities New Lead Import ID (#3), Lynette Noble - Fortix Base - Google Chrome

Click on Reminder to Enable setting a reminder. Complete the fields and click SAVE.

Opportunities New Lead Import ID (#3), Lynette Noble - Fortix Base - Google Chrome
Opportunities New Lead Import ID (#3), Lynette Noble - Fortix Base - Google Chrome

The opportunity can be edited directly from the Reminder page be selecting the Action tab.

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