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6.12 Notes


The Notes screen allows you to record any notes about the contact. To add a new note, simply click the New button and enter your note in the Note field. Your name and date will be added automatically.

On the Notes screen you will also find the Date of Entry and Inactivation Date fields showing when the contact was created, and when they were made inactive if applicable. You can also see who last modified the contact and the date and time of the change (in UTC).

In the bottom right you will find the History button. You will notice this button on a number of windows throughout Tradepoint. Clicking this button will bring up the History window which contains a record of significant changes to the contact include name and status changes.

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