Creating a note

In the Notes window, you can add, edit, or delete a note. You can also change the order of the notes.

  1. To create a note that is attached to a contact, select the contact in the Contact context application in Infor Ming.le. Otherwise, go to the next step.
  2. In the Notes context application, click the Expand icon in the Notes app.
  3. Select an entity.
  4. Click New.
  5. Optionally, select a category.
  6. Select Text or URL.
  7. Specify the text or URL information.
  8. Optionally, select Required, Header Note, Print Note, or Secured.
  9. Click Save.
  10. Optionally, reorder the notes. Click the Reverse sort order icon, or follow these steps:
    1. Hold your mouse over a note.
    2. Click the drag icon, and then drag the note to the preferred location.
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