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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 > Reference List view.
2. Drill down on a reference record.
3. Click the Notes view tab.
4. In the lower link bar, click Private Notes or Shared Notes.
5. In the Notes list, create a new record, and complete the necessary fields.