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Adding Notes

You can add notes to most records.

To add a note

  1. Select the record.

    For instructions on selecting records, see Finding Records.

  2. On the Detail page, scroll down to the Notes section and click New in the Notes title bar.
  3. On the Note Edit page, fill in the Subject.
  4. To prevent others from viewing the note, select Private.

    If you do not select Private, others with access to this record can view the note.

  5. Save the record.


Published 05/11/2007