You can review and add notes to a record. For example, create a note to recap a phone conversation with the customer regarding a specific order.
- Access
the table containing the record you want to review or add a note to.
- Locate
the record you want to review or add a note to and select the Notes action. There are two methods:
Rest your mouse on the record and click the double arrows icon (
) that displays at the end of the record
and select Notes; or
Click on the record to open it and then click the Actions drop-down menu and select Notes. - Existing
notes display. To create a new note, click the Create New Note button.
- Type
the note and click Create Note. The
note has been added.
NOTE: You cannot delete notes. - When finished, click Close.