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Adding a Note to a Reference

The Reference screen's Notes view allows you to add notes to the selected reference account. Notes can be shared with others, and notes can be designated as private. Reference notes are visible in both the Account screen and the Reference screen. If you create a note in either the Accounts screen or the Reference screen, it is accessible in both views.

To add a note to a reference

  1. Navigate to the References screen.
  2. In the References list, select the account associated with the note, and then click the Notes view tab.
  3. In the Notes view, select Private Notes or Shared Notes from the Show drop-down list.
  4. In the Notes list, add a new record and complete the fields.

 Siebel Sales User Guide 
 Published: 18 April 2003