Notes related section
The Notes related section displays the Notes linked to the selected entity.
You can access this section from the details page of these entities:
- Account
- Contact
- Lead
- Opportunity
- Quote
- Sales Order
Note: The workspace can be different based on the
access rights provided to you or the customization.
The toolbar options available in this section:
- : Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
- : Use this option to add a new record.
- : Use this option to switch between the Card and List format.
- : Use this option to view or modify the data related to the Notes linked to the selected entity.
For each record, you can:
- Click the name of the note or to modify the Note details.
- Click to delete the Note.
- Click to allow others in Infor Ming.le to view the Note.