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. Select Note from the New menu.
  2. Select an item from the list in the Regarding field.
  3. Use the Location field to specify a location.
  4. Select the category for the note in the Category field.
  5. Select an item from the list in the Priority field.
  6. Determine if the note is timeless:
    • Select the Timeless check box to create a note for a specific date, but not at a specific time and without a specific duration.
      • In the Scheduled field, click (Calendar) to select the date when the note was scheduled, and then click OK.
    • Clear the Timeless check box to create an activity that occurs on a specific date, and a specific time.
      • In the Scheduled field, click (Calendar) to select the date and time when the note was scheduled, and then click OK.
      • In the Duration field, specify or select a value from the list.
  7. Click lookup in the Leader field and use the lookup to select a leader if someone other than you is leading the activity. Not all users are available. You can only choose a user to be an activity leader if you have access to the user's calendar
  8. Add the records you want to associate with the note under the Associations.
    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.
  9. Specify the appropriate information in the Notes field.
  10. Click the Attachments tab to add a document or URL.
  11. (Optional) Click the Follow-up field and select the follow-up activity type. Schedule a follow-up activity.
  12. Use the Carry Over Notes or Carry Over Attachments check boxes to copy notes or attachments from this note to the follow-up activity.
  13. Click OK.
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