Creating a single-use note for a specific record

A single-use note is created specifically for a particular record and is directly attached to that record.

Open a form and select the record to which you want to add a note.
From the Actions menu, select Notes for Current.

Optionally, select a record and click the System Notes icon on the toolbar.
On the Object Notes form, specify this information:

Subject

Specify an appropriate subject identifier.
Note: The subject line does not print on reports. It is used only to distinguish a note from other notes.

Internal

To tag the selected note as an "internal" note, select this check box. To tag the selected note as an "external" note, clear this check box.
This classification is used when printing reports. You can print internal notes or external notes on forms where Print External Notes and Print Internal Notes options are available.

Reusable

This field is read-only. If this check box is selected, then it indicates that the note is a "reusable" note that was attached using the Attach/Detach Reusable button. In this case, you cannot edit the note in this form.

System

This field is read-only. If this check box is selected, then it indicates that the note is a reusable system note that was attached using the Attach/Detach Reusable button. In this case, you cannot edit the note in this form.

Note Content

Specify the contents of the note.
Note: Use this field only if you are not attaching a link or a file to the note. You can print the contents of this field as part of report printouts.
Optionally, to attach a file, or a web-accessible link to a file or a web page:
- In the Windows client, click Attach File and select the file.
- In the web client, click Attach Link and specify a valid URL.
Note: If you attach a link or a file to a note, then the URL, or the full path of the file and its name, is stored on the Note Content field.
Click the Save icon.