How To: Create Time-Stamped Notes

Time-Stamped Notes are a great way to keep track of important updates and provide a layer of visibility for teammates regarding an Opportunity's status. Unanet will save who wrote the note as well as the date/time when the note was written. You can view previous notes at any time and also search for key words.

Step 1: In your Opportunity Grid, turn on the Time-Stamped Notes field so it shows up on your Grid.

Step 2: To add a note, click on the arrow (on the first column) and select New Note. Type in any notes and the system will save your updates.

Step 3: To access Time-Stamped Notes, you can double click on the field within your Opportunity Grid to review previously written notes. You can also use the search box to look for key words within the note or search by the person who wrote it.

Step 4: To view the Time-Stamped Notes within the Opportunity Record, open up the Opportunity and scroll down to the Time-Stamped Notes section. You can also add notes within each individual Opportunity record as well.