[Applies to: Microsoft Dynamics CRM 4.0]
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To open and edit a note, double-click the status row above the note, or right-click the note and then click Open.
Change the title of the note. Titles must have a length of 64 characters or less. Titles are not displayed in the notes list.
Add, remove, or edit the note content.
You can use this item to open and make changes to the activity or record that this note is associated with.
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.
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 it.