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Creating Notes About Contacts

As end users work with contacts, they learn things they may want to remember. Often these tidbits of information are best stored as notes. Users can create notes that everyone with access to the contact record can see, or they can create notes that only they can see.

To create a note regarding a contact

1. Navigate to Contacts > Contacts List.
2. In the Contacts list, drill down on the desired contact.

   NOTE:  If the contact does not exist, add it. For more information, see Adding Contacts.

3. Click the Notes view tab.
4. From the view bar, select one of the following:
   • Public Notes—Notes that others can see.
   • Private Notes—Notes that only their creators can see.
5. In the Notes list, add a record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Created	Automatically populates with a date and timestamp.
   Type	Default value is Note. Select alternate value to categorize the type of note.
   Description	Text field for the content of the note.

6. Click Check Spelling to check the spelling in your note.