The Note page shows all notes linked to a record. The following table describes what you can do from the Note page:
To do this
|
Follow these steps
|
Create a note
|
In the Notes title bar, click the Note button. On the Note Edit page, complete the required information and save the record.
|
Delete a note
|
Click the Del link in the row of the record you want to delete. You can restore deleted items up to 30 days after deletion.
|
Find a note
|
Click the Subject column header to sort the data. Then click a letter in the Alpha bar. For notes beginning with numbers, click 0-9.
|
Page through the list
|
Click the Previous or Next links.
|
Show more/fewer records
|
In the Number of records displayed drop-down list at the bottom of the page, select a number of records to see at one time.
|
Update a note
|
Click the Edit link in the row of the record you want to update. On the Note Edit page, update the information and save the record. You can also edit the fields that are displayed on the Notes page inline.
|
View note details
|
Click the Edit link in the row of the record you want to update. On the Note Edit page, review the note details.
|