Adding a Note
To add a new Note:
- Click Add on the Notes tab to create a new note. The Note screen is displayed.
- Specify this information:
- Subject
- A short description of the note.
- Information
- The information related to the note.
- Contact
- The contact for whom the note is created.
- Activity
- The activity that is performed.
- Business Partner
- The business partner for whom note is created.
- Click Save.