Adding a Note

You use notes to document the outcome of an activity and to record interactions with an account, contact, lead, opportunity, sales order, quote, campaign, ticket, return, or defect. The notes you add appear in the Notes/History tab on each record's detail views.

Note: If you create a note for an opportunity, and disassociate the note from the contact and account, the note is not sent to the Remote users.
  1. From the New menu, select Note.
  2. In the Regarding field, select an item from the list.
  3. If required, use the Location field to specify a location.
  4. If required, modify the Completed and Scheduled dates. To modify the date, click (Calendar) to select the date.
  5. Perform one of these actions:
    • Select Timeless if you are not required to specify a duration for the note.
    • Click the Duration field and select an item from the list.
  6. In the Priority field, select an item from the list.
  7. Under Associations, add the records you want to associate with the note.
    Note: When you add an association, the note appears on the Notes tab on the associated detail view.
    1. Click the drop-down arrow and select the type of record you want to associate, and then click the Associate icon.
    2. Use the Lookup to find the records you want to associate with the activity, and then click Add Selected.
      Note: When you associate a record, related records may be associated automatically. For example, when associating a contact, the related account is also be associated. To remove the associated record, click the (Delete) icon.
  8. In the Notes field, specify the appropriate information.
  9. If required, click the Attachments tab to add a document or URL.
  10. (Optional) Click the Follow-up field and select the follow-up activity type. Schedule a follow-up activity.
  11. Use the Carry Over Notes or Carry Over Attachments check boxes to copy notes or attachments from this note to the follow-up activity.
  12. Click OK.
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