A note is additional information that can be attached to a record. Accounts, Contacts, Opportunities, Leads and Solutions may have notes added to them. Notes are especially useful for adding information that is not available in the record details. For example, you may want to add a note to a contact stating that this person cannot be contacted on Wednesdays.

Notes can be viewed from a record's details page. To view notes attached to a record, click the Notes tab in the Related Records section, located below the record details.

A Note can be added to a record when viewing the record's details page.

• Click the View link associated with a particular record to view it in detail. This could be an Account, Contact, Lead etc.
• Click the Add Note link located in the Summary section above the record details.
• Enter a title for the note in the Title field.
• Add your comments in the Comments field.
• Click the Save button to save the note. Click the Cancel button if you do not want to save the note.
• When saved, the note will be attached to the record for which it was created.

A Note can be updated or deleted when viewing a record's details page.

• Click on a record to view it in detail. This could be an account, contact, opportunity etc.
• Scroll down to the Related Records section located below the record details.
• Click the Notes tab to view all currently attached notes.
• Click the View link located to the left of the note you want to Edit or Delete. This takes you to a detailed view of the note. From there you can Edit or Delete the note.


Edit
• Click the Edit button located above or below the note details.
• Make any desired changes to the note title or comments.
• To save your changes, click the Save button. Click the Cancel button if you do not want to save your changes.
Delete
• To delete the note, click the Delete button. Click the Cancel button if you decide not to delete the note.
• You will be prompted to confirm deletion. Click OK to delete the note, otherwise click Cancel.