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Manage Notes

Use notes to add specific internal information to an object that is useful for you or your colleagues.


Add a Note

  1. In the object detail, click the Notes tab.

  2. Click New Note.

  3. Type the title and the body of the note.

  4. Click Add.

  5. Click Save in the object toolbar to save your changes.

Note: Information about the user and the create date is displayed after you save the object changes.


Modify a Note

  1. In the object detail, click the Notes tab.

  2. Point to the note that you want to modify and click the Edit quick tool.

  3. Modify the note and click Update when you are done.

  4. Click Save in the object toolbar to save your changes.


Delete a Note

  1. In the object detail, click the Notes tab.

  2. Point to the note that you want to modify and click the Delete quick tool.

  3. Click Save in the object toolbar to save your changes.


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