Adding and Viewing Notes on Records
You can add notes to records in the application. Many pages, particularly those pages that display a list of records (such as the Sales Orders page) or details about a specific record (such as the Sales Order page) include the Notes action or Notes FactBox. Notes is where you can write notes about a record to yourself
Open the record list page or record page (for example, the Sales Orders or Sale Order page).
Choose the Notes action to open the Notes window. This window displays any current notes on the record. From here, you can do the following:
- To view or edit the note, choose ... and then Edit. You can also do this from the Notes FactBox if it available on the page.
- To add or note, choose +new, and the ype your message in the Note box. You can enter a maximum of 30 lines of text in the note.
- Choose the OK button.