The Summary view includes a Comments panel for recording notes on your interaction with a contact. The following graphic shows the Comments panel with its list of Comments and a New Comment entry form. You can use comments to record anything that happens with a contact that is not automatically documented in the system. You can enter notes on phone calls or copy and paste emails sent from another email address. The system automatically captures the date and the time of each comment, so you do not have to enter that information. The more information you record for a contact, the easier it is for you to maintain the relationship. Contacts sometimes stop using your website for a time and then come back later. If you record comments, you have a complete record of interaction with the contact, which you can use to refresh your memory.
If your team or brokerage has a lender on the system, you can share comments with them by checking the Share this comment with Lender check box.
If you subscribe to First Call, the Market Leader call center notes are in the contact Summary Comments.
You can use Comments to group and search for contacts. For more information, see Custom Status Type - Agent.