1. From your main dashboard, select “Contacts” on the top toolbar.
  2. From your contact list, click anywhere on the contact’s information to view it in detailed view and make edits.
  3. In the box titled “Additional Contact Information” you can add any information that does not fit in the other sections.
  4. Click Save when you have finished adding notes.
  5. This information cannot be searched for in the system and will not be timestamped. For searchable notes see directions for the bottom notes section. 


See the CRB Training Manual for more information: pg. 8

https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=12