Add, edit, or delete a note

Can I do this task?

Record types that you can add notes to

1. Open the record that you want.
2. For most record types, click Notes and Activities:
   • On the E-mail form, click Attachments.
   • On the Service Activity form, click Service Activity .
   • On the Case form, click Notes and Article.
3. To add a note, click Add a new note.

   - OR -

   To open and edit a note, double-click the status row above the note, or right-click the note and then click Open.

4. In the Note form, you can make changes to the following:
   • Title

     Change the title of the note. Titles must have a length of 64 characters or less. Titles are not displayed in the notes list.

   • Note content

     Add, remove, or edit the note content.

   • Regarding

     You can use this item to open and make changes to the activity or record that this note is associated with.

   • File Attachment section

     Add or remove a file attachment. In the File Name box, type the name of the file, or click Browse to locate the file that you want to attach, and then click Attach.

   Tips

   • Each note can have only one attached file, so if you need to attach multiple files, create a note for each file.
   • Your system administrator sets the maximum file size you can attach. More information: System Settings Dialog Box - E-mail Tab
5. Click Save or Save and Close.

Tips

Note

To delete a note, double-click the status row of the note to open it, and then on the Actions menu, click Delete Note. If you do not have appropriate permissions to delete any of the records associated with the note, you will not be able to delete the note.