Adding a Note
Recording critical information in the form of a note can help make processes a breeze. Notes can be added to any record.
Adding a Note
In order to add a new note, open the record in which to add the note to. Once at the record, click the 'Add Note' button located below the 'Notes' heading. Next, enter the description. Files can also be attached to specific notes. To do so, simply click the 'Choose File' button below the description box.
You can also determine which documents you want this note to display on, or you can keep it private and it's entirely up to you! Private notes are recommended for internal company purposes.
Then, click 'Create' to compose the note.
https://www.youtube.com/watch?v=HJVom63BWI4
Adding a Note
In order to add a new note, open the record in which to add the note to. Once at the record, click the 'Add Note' button located below the 'Notes' heading. Next, enter the description. Files can also be attached to specific notes. To do so, simply click the 'Choose File' button below the description box.
You can also determine which documents you want this note to display on, or you can keep it private and it's entirely up to you! Private notes are recommended for internal company purposes.
Then, click 'Create' to compose the note.
https://www.youtube.com/watch?v=HJVom63BWI4
Updated on: 12/11/2020
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