Fundamentals > Working with Data > Common Record Tasks >

Adding a Note to a Record

When you are working with records, you will often find that you need to make notes. You can add a note to a record in the Notes view.

In the Notes view, you can enter public notes or private notes. A public note can be seen by anyone who has access to the record. A private note can be seen only by the person who enters the note.

The Notes view is not available in all screens. It appears only where it would be logical to keep notes for individual records, for instance in the Accounts, Contacts, and Opportunities screens.

To add a note

  1. Navigate to the desired screen.
  2. Select the record you want to add a note to.
  3. Click the Notes view tab.
  4. Select Private Notes or Public Notes from the drop-down list in the Notes view, depending on the kind of note you want to add.
  5. Click New.

    6. A blank record appears.

  6. From the new record's Type drop-down list, choose Note.
  7. Click in the Description field and type the note.

    8. TIP:  Use the Check Spelling button to make sure your note has no spelling errors. For more information about the spell-check feature, see Spell Checking.

    The note is added. Use the drop-down list in the Notes view to switch between public and private notes.


 Fundamentals 
 Published: 14 August 2003