Working with Notes

You can annotate a record or a collection of records by attaching one or more notes.

The See Also link at the top of this page points to other topics that explain how to create, view, and attach/detach notes.

Object and Class Notes

The system allows you to create:

Notes for a single record (Object Notes): These notes are attached to the currently selected record. Object notes can be internal or external. You can create a note specifically for that record, or you can attach a reusable note.
Notes for all records in a collection (Class Notes): These notes are attached to every record in a collection. For example, if you attach a class note to one customer record, it is automatically attached to all customer records. Class notes can be internal or external. You can only attach reusable notes as class notes. Also, class notes do not print on reports.

You can attach multiple notes, of either type, to a record. Once you attach a note of any type to a record, all other users of the system can read the note.

When you attach a note, the status bar displays the word NOTES, and the Actions menu displays a check mark next to the Notes for Current option (for single-record notes) or next to the Notes for All option (for notes attached to the whole collection).

Working with Notes

Object and Class Notes

Related Topics