How To Add a Note

Additional information related to the object record may be stored as a Note. Each note may include a title, note date, text, and an attachment.

 Note: Depending on your account settings, this record type may have additional custom fields or sections.

1. Open an object record.
2. Open the Tools tab>Notes.
3. Click the  (Create icon) in the Icon Bar.
4. Add a Title.
5. Select a Note Date (optional).
6. Select a Note Type (optional). This list pulls from Administration>Lists>Note Types.
7. Add the note Body.
8. Click Select files… to upload a file from your computer (optional).
9. Click Create.