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   To enter a new note:

1. Select the Activity tab to open the Activity window.

Attention: You can also choose the Notes button on the toolbar.

2. Choose the Notes button.

3. Choose New Record on the toolbar to insert a blank line in the list of notes.

4. Enter the activity for the note.

5. Enter the note text in the Description region.

A note can be about an account, contact, opportunity, or personal. The Note Detail window displays the appropriate information for the account, contact or opportunity you navigated from.

For example, if you open the Notes window from the Account Detail window and drill down on a new record, the Company Name, Number, and Account Code fields display the data for that particular account. If you open the Notes window from the Contact window and drill down on a new record, the Company Name, Number, Account Code, and Contact Name fields display the data for that particular contact.

You can add, change, or clear information from any of these fields to enter a note for a different account or contact. The information in these fields is used to create the About field of the Notes window.

6. Choose Save on the toolbar to add the new note information to the database.

   To edit an existing note:

1. Select the Activity tab to open the Notes window.

Attention: You can also choose the Notes button on the toolbar.

2. Select the note you want to edit.

3. Modify the note text or drill down to open the Note Detail window to edit the note from there.

Attention: Your system administrator may choose to limit the time during which a note can be edited after its creation. If you try to edit a note after that time limit has elapsed, an error message appears.

4. Choose Save on the toolbar to add the edited note to the database.