Creating a Single-Use Note for a Specific Record

To create a note that applies only to the current record and that will be used only once in the system:

  1. Open a form and select the record where you want to add a note.
  2. From the Actions menu, select Notes for Current.
  3. In the Subject field of the Object Notes form, specify an appropriate subject identifier.

    This subject line does not print on reports. It is used only to distinguish this note from other notes.

  4. Specify whether the note should be classified as internal.
  5. Optionally, to attach an external file that contains the note content:
    1. Click Attach File.
    2. Browse to the file you want to attach, and click Open.

      The file name and path display in the Note field.

  6. Optionally, in the Note field, specify the text that constitutes the actual content of the note.

    Use this step when you are not attaching an external file.

    This is the text that can be printed as part of report printouts.

  7. Save the note record and close the form.

    This action attaches the note to the current record in the original form.

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