Add a Note to an Account

If you have the appropriate permissions, you can add a note to an account.

To add a note to an account

1. Scroll down to the Add Note section of the Account page.

Action Code: Code that describes an account activity.

Result Code: Code that describes the result of the activity.

Notes: More information regarding the account activity.

2. Complete the information and then click Save Note. The system saves the note to the account.

3. Click the refresh icon . The note appears in the Notes data grid.

Related Topics

Accounts