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Siebel Applications Administration Guide > References > Adding a Note to a ReferenceThe 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. This task is a step in Process of Managing Accounts and References. |
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