Adding a comment to an existing note

Users can communicate with each other about a record by commenting on existing note.

  1. With the record open, click the Note icon.
  2. Select the text of the record and click the chat balloon icon.
  3. Provide your comment and then click Save.
  4. To delete a comment, open the comment and click X in the top-right corner.
    Note: You cannot edit an existing comment.
  5. Click the Notes dialog box to close it.