Notes

Overview

Notes can be created for transactional records, contacts and items.  Other users can be notified about a note by being @mentioned in the note.  To access notes, go to a transactional record, contact or item and click on “Notes” tab.

Creating notes

To create a note complete the following steps:

  1. Go to a transactional record, contact or item and click on the “Notes” tab

  2. Click on the “New Note” button

  3. Enter and format note

  4. Click the "Save" button at the bottom of the form

Editing notes

To edit a note complete the following steps:

  1. Go to a transactional record, contact or item and click on the “Notes” tab

  2. Click on the three dots “…” at the right of the note you want to edit

  3. Click on “Edit” in dropdown and make any changes you want

  4. Click on the "Save" button at the bottom of the form

Deleting notes

To delete a note complete the following steps:

  1. Go to a transactional record, contact or item and click on the “Notes” tab

  2. Click on the three dots “…” at the right of the note you want to edit

  3. Click on “Delete” in dropdown

  4. Click “OK” when asked if you are sure