Viewing All Notes for an Account, Contact, or Opportunity
When you open the Activity window from either the Account, Contact, or Opportunity window, you see all notes pertaining to that particular account and company plus the contact or opportunity notes. In addition, you may see notes about a contact or opportunity depending on where you navigated.
The Activity window shows both the summary and the line detail level entry of an activity. To toggle between the summary information and line detail, choose Summary/Detail on the toolbar, or choose the Summary/Detail button on the Activity window.
1. Select the Activity tab.
2. Choose the Notes button.
The Notes window displays all notes entered for an account plus any notes for the company, contacts, or opportunities associated with the account:
Company Comment: A special note that displays in the Account Detail and Opportunity windows for all accounts of this company. Use this note to record critical information that should not be lost among the other date sorted notes.
Account Comment: A special note that displays in the Account Detail and Opportunity windows for this account. Use this note to record critical information that should not be lost among the other date sorted notes.
Note Source: Displays the opening words of the note text. Select a particular note to see the complete text displayed in the Description field.
To view all notes for an account, contact or opportunity: