Accessing the System/User Notes Form

To access the System/User Notes form, perform one of these actions:

• To launch the form standalone (not linked to any record), select View > System Notes.
• To use the form to define or select reusable notes for a specific record, select the record and use one of these methods to open the Object Notes form:
  • Select Actions > Notes for Current
  • Select Notes for Current from the right-click context menu, or
  • Click the Notes button on the toolbar.

  Then click Attach/Detach to open the System/User Notes form.

• To use the form to define or select reusable notes for all records in a collection, select a record and use one of these methods to open the Class Notes form:
  • Select Actions > Notes for All, or
  • Select Notes for All from the right-click context menu.

  Then click Attach/Detach to open the System/User Notes form.