Creating a Custom Note Form

You can create a custom note form that can be used to add notes to a record.

To add a custom note form:

1. Go to Customization > Forms > Entry Forms.

2. Click Customize beside the Standard Note Form.

3. On the Custom Entry Form edit page, make changes as needed. For more information, see Creating Custom Entry and Transaction Forms.

4. Click Save.

Related Topics

• Custom Forms
• Creating Custom Note Forms
• Creating a Custom Field for use in Custom Note Forms
• Using Custom Note Forms

General Notices