Adding a Note to a Record

You can add a note to a record whenever the note icon appears.

To add a note

1. From the window for the record to which you want to add a note, click the Note icon.

   The Notes Management window appears.

2. Click the New Note link.

   The New Note window appears.

3. Select the priority of the note from the Importance drop-down list.
4. Select the source of the note from the Type drop-down list.

   Note: The type is informational only. It does not trigger a letter or e-mail.

5. Type the note subject.
6. Select Confidential to hide the note text in the Notes Management window.

   Note: When a note is made confidential, a View Note link appears at the bottom of the Notes Management window. Any user can see the note text by viewing the note.

7. Type the contents of your note in the Note Text box.
8. Click Save.

   The window closes and the note appears on the Notes Management window.