This is a grid listing of all notes that have been saved to the currently open Contact. Notes have 3 checkboxes to take note of in the grid.
Pop-Up on Open - This checkbox will pop-up any notes before actually opening the contact record. Anyone can turn this function on or off. Multiple notes can be marked as Pop-Up on Open to ensure the dissemination of information. A good example of using this functionality is when a customer keeps shopping your company. A note can pop-up saying "This contact shops us, do not waste your time".
Pop-Up on Child Creation - This checkbox will pop-up any notes that are set whenever a Project, Service Ticket, Serviceable Item or Service Agreement is created from the contact.
Customer Viewable - If you have the appropriate rights, you can set notes to be customer viewable on the customer web portal. When a customer logs into the customer web portal they can see any notes that you have made customer viewable.
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