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Add Note
Use the Add Note dialog box to add a note to the account. You must have the Create Notes Permission. To flag a note as private, you must have the Create Private Notes Permission and to view private note, you must have the View Private Notes Permission.
To add a note
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In the Reference Panel navigation bar, click Available Panels and then click Events.
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In the Events toolbar, click Add Note. For more information on adding a note, see Add an Account Note.
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Complete the information and then click Save.