How do I Create Notes in My Home Page?

Updated on August 25, 2017 10:58PM by Admin

Notes have quite a few uses, depending on the type of your business. One common use of notes is to provide a log of changes and updates made in the objects. Even your conversations can be taken as a notes and it can be associated with any related object.

Lets quickly go through the following steps.

Steps to Create Notes

  1. Log in to your account
  2. Click on “Notes” tab from left navigation panel. 
  3. Click on “Create” button to create a notes.

  4. You can view a popup, use text editor that allows complete control over bullet points, font size, etc.
  5. Provide the following information:
    Description: Enter the description of your notes.
    Associated With: Select the associated objects.
    Tags: Select the tag that notes related with.
  6. Click on “Create” button to complete.
  7. You can view the created notes in “My Notes” section.
  8. Click on “Expand”  icon to view the notes.