Add Event, Series, and Account Notes

Permissions needed:

To add a note to an event: Event Notes Edit
To add a note to a series: Event Notes Edit on at least one of the events in the series
To add a note to an account: Accounts & Contacts Edit

Click the + add note icon on either the:
- Notes tab on the event details page
- Notes tab on the series details page
- Notes tab on the account details page
Type the content of the note. You can drag the bottom-right corner of the note field to resize it.
When the note is entered, click Save.
Your note has been added to the event/series/account.

Event notes only appear on event details pages, and series notes only appear on series details pages.

last updated October 17, 2023 20:42