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Creating Notes About Contacts

As end users work with contacts, they learn things they might 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, then the 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.

    NOTE:  You can perform a spell check in Private Notes, but not in Public Notes.

    Some fields are described in the following table.



    Automatically populates with a date and timestamp.


    Default value is Note. Select alternate value to categorize the type of note.


    Text field for the content of the note.

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