Infinity3 Help Centre

Record useful customer information and create tasks so the next step has a clear owner.

Use a note for context and a task for something that needs doing.

Before you start

You’ll need access to the customer’s contact record and permission to manage notes and tasks.

 Add a note

1. Open Contacts and find the customer.
2. Click their name to open the record.
3. Open Notes and select the option to add a note.
4. Write a clear summary of the discussion or update.
5. Save the note.

For example: “Customer requested a quote for website support. Confirm the scope before preparing pricing.”

Create a follow-up task

1. In the same contact record, open Tasks.
2. Select the option to add a task.
3. Enter a clear title and relevant details.
4. Choose the responsible team member and due date.
5. Save the task.

For example: “Call customer to confirm website support requirements.”

Complete a task

Open Tasks on the contact record and mark the task complete once the work is finished. Add a note if the result will help colleagues.

Things to know

• Notes and tasks are internal records; they are not customer replies.
• Visibility depends on your team’s permissions.
• Record the information colleagues need to continue the work.

If these options are missing, contact Infinity3 to check your access.