Attach a note to a record
/visma-net-erp/getting-started/use-system-wide-actions/attach-a-note-to-a-record
section
You can attach any text to records, as described in this topic.
2026-02-19T17:09:06+01:00
# 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.
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.
1. Select the record you want to attach a note to.
1. In the window title bar, click  (Notes).
1. In the **Enter record note** dialog box, type the text of the note.
1. Click **OK**.
1. 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.