Creating a note

To create a note, you must first be in the Activities interface.

1. In the left navigation pane, click Home. Morningstar Office's home page opens.

2. In the left-hand column, click Activities. The Activities area opens in a new window.

3. In the left hand navigation tree under Current Activities, click Notes. The Notes area opens.

4. Click . The New Note dialog opens.

5. In the Subject line, type the subject of the note.

6. If desired, click the magnifying glass icon in the Regarding line to select the client, prospect, or contact to which this note refers.

7. Type the note in the text box.

8. Click if you want to include files to the note.

9. Click . The note will appear in the Notes spreadsheet.