Adding Notes to Records

When you work with records, you might want to enter notes. You can add a note to a record in the Notes view.

To add a note to a record  

1. Find and drill down on a field in the record to which you want to add a note.

2. Navigate to the Notes view, and then navigate to the Private Notes subview or the Public Notes subview.

3. Click the plus (+) icon.

   A new record appears.

4. From the drop-down list for the Type field, choose Note.

5. In the Description field, enter the text for the note.