What
is a Note?
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.
Viewing
Notes 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.
Creating
Notes 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.
Editing
and Deleting Notes 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.
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