Contacts: History

How do I add a note or event relating to a specific Stockbook contact? 

Step 1

Select the contact from the contact list and Edit. 

The history information will be at the bottom of the contact screen. 

Step 2

• Select Add at the bottom of the history screen. 

Step 3 

• Enter the date of the history entry.
• Enter the details that you wish to for the entry.
• Select OK

Step 4 

• Select Edit to edit a selected history.
• Select Delete to delete a selected history.
• A selected history will be highlighted blue in the list of history entries for that contact.