What are Notes and how do I Use them?

Updated on January 12, 2016 11:04PM by Admin

Notes, along with documents, appear in nearly every application. Notes have a few different proper uses, depending on the type of business you're in. One common use of notes is to provide a log of changes and updates made in the objects. For example, an employee could make a note of how they recently increased an estimated opportunity value, allowing their fellow staff to be better informed about the history of that opportunity. Another common use of Notes is to quickly write down small pieces of information that are related to that item. When meeting in person, or on a phone call with a customer, you can be viewing their account information while you write down notes of your conversation. These notes can then easily be viewed by another employees working with this customer.

Notes work exactly the same across all applications, and will always be present in a similar “tabbed” layout. Clicking the "Notes" tab will reveal a listing of all previous notes, a search field, and a button to add a new set of notes. For instance: Here we had considered Customers app.

Steps to Create Notes

  1. Click on the Customers App, and then select one of the customers.
  2. Customer overview page appears, navigate to the "Notes" tab.
    over view page
  3. Click on "Create Note" button in "Notes" dashboard.
    create note
  4. To add notes, click on "Create Note", use text editor that allows complete control over bullet points, font size, etc.
    create note
  5. Click on “Create” button to finish.