Using StickyNotes

The StickyNotes toolbar appears at the top of a record page when it has been enabled on that record. From the toolbar, you can add a note, set preferences, and open the StickyNotes Board. If there are existing notes on record pages, you can also filter them based on priority by clicking on the priority colors on the StickyNotes toolbar.


If you do not see the StickyNotes Toolbar, it may be disabled on the record you are viewing. Contact your account administrator to have StickyNotes enabled on the record page.

Read the following topics for more information on how to use StickyNotes:

General Notices