Frequently asked questions about Sender Notes:
· What are Sender Notes used for?
Sender notes allow you to keep records or summaries, regarding the sender, which are ordered by date and available for your reference.
· How do I add a note to Sender Notes?
To add a note to Sender Notes:
1. Click on TakeNote in the Email header in your inbox
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2. Select
Sender Notes (
) from the menu
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3. Click
on the plus button
in the bottom right corner of the TakeNote
dialog box
4. Type in a note about the sender
5. Click
Back
to
save and return to list
6. The new note will be added to the top of the list of Sender notes
· How do I edit a Sender note?
1. Click on TakeNote in the Email header in your inbox
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2. Select
Sender Notes(
) from the menu
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3. Click on the Note you would like to edit and make any changes
4. Click
Back
to
save and return to list
· How do I delete a Sender note?
To delete a note from Sender Notes:
1. Click on TakeNote in the Email header in your inbox
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2. Select
Sender Notes (
) from the menu
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3. Select the note you would like to delete
4. Click
Delete
in the bottom right corner of the TakeNote
dialog box
5. The selected note will be deleted from the list of Sender notes
· How do I see my earlier notes?
To view your earlier notes, click on Load more… at the bottom of the Sender Notes dialog box.