Attach a note to a record detail

For example, you can leave a comment for your colleagues who will process the document later.

1. 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.
2. In the table, at the beginning of the detail row, click Note.
3. In the Enter record note dialog box, type the text of the note.
4. Click OK.
5. In the window toolbar, click .
6. On the row where you attached the note, verify that the Notes icon has changed to .

To read the note, click the Note icon in the row where you attached it.