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Getting Started > Working with Records > Adding Notes

Adding Notes

For record types that support the notes feature, you can add a note in two ways:

• By clicking the note icon at the top-right of the record Detail page. This is available if the Message Center is enabled for your company. With this method you can add notes to a list of notes for the record, and subscribe to notes that are added to the record.
• By clicking New in the Notes section.

Typically, if your company administrator has made the note icon available, the Notes section will not be available. However, if the Notes section is present, notes that you add to the list of notes are also added to the Notes section.

For more information about the Message Center, see Working with the Message Center. For more information about using the list of notes, see Working with the List of Notes.

The method used to create a note makes no difference to the access permissions to the note.

To add a note using the note icon

1. Select the record.

   For instructions on selecting records, see Finding Records.

2. On the Detail page, click the note icon.
3. Click New Note.
4. On the top line of the note, fill in the Subject.
5. To prevent other users from viewing the note, select the Private check box.

   For information about how the Private check box controls access to the note, see Note Edit Page.

6. Click Save.

To add a note in the Notes section

1. Select the record.

   For instructions on selecting records, see Finding Records.

2. On the Detail page, scroll down to the Notes section and click New in the Notes title bar.
3. On the Note Edit page, fill in the Subject.
4. To prevent others from viewing the note, select Private.

   For information about how the Private check box controls access to the note, see Note Edit Page.

5. Save the record.