Attach a note to a record
You can attach any text to records, as described in this topic.
For example, you can add important information for your colleagues who work with this record.
- Go to the window where you want to attach a note to a record. If you are in the PL edition of the window, click
to leave the list view. - Select the record you want to attach a note to.
- In the window title bar, click
(Notes). - In the Enter record note dialog box, type the text of the note.
- Click OK.
- In the window title bar, verify that the icon to the left of the Notes button has changed to
.
To read the note, click in the window title bar.