Adding Notes
You can add notes to most records.
To add a note
- Select the record.
For instructions on selecting records, see Finding Records.
- On the Detail page, scroll down to the Notes section and click New in the Notes title bar.
- On the Note Edit page, fill in the Subject.
- 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.
- Save the record.
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