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

1. In the Reference Panel navigation bar, click Available Panels and then click Events.

2. In the Events toolbar, click Add Note. For more information on adding a note, see Add an Account Note.

3. Complete the information and then click Save.

Related Topics

Data Grids

Email Addresses