How You Manage Notes

You can manage use this procedure to miscellaneous information for an organization, person, or a group in the form of notes. You can create, edit, or delete notes.

Manage Notes

Perform the following steps:

1. Sign in as a Customer Data Management user, such as Data Steward or Data Steward Manager.

2. Navigate to the relevant work area, such as Groups, Persons or Organizations as follows: Navigator > Customer Data Management.

3. Search for the record for which you want to manage notes. You can search by entering criteria such as the name, registry ID, and type. You can also use the saved searches.

4. Select the record from the Search Results region and click through its name or identifier to navigate to the relevant Edit page. The Edit Organization (account), Edit Person (contact), or Edit Group (Household) page appears.

5. Click the Notes tab.

6. Click Actions > Create to create a note. To edit a note, search for the note and click Actions > Edit. To delete a note, search for the note and click Actions > Delete. Confirm to delete.

7. Specify or change the type of note and type or paste the contents of the note. You can also mark the note private.

8. Click Save and Close. The note is displayed in the list of notes table.