Siebel Finance Guide > Managing Contacts > Managing Contact Information (End User) >

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 the Contacts screen > Contacts List view.
  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 link 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.

    TIP:   Click Check Spelling to check the spelling in your note.

    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.

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