The Add Notes section enables you to include notes in records. To add notes, perform the following procedure:
- Click button from the Notes
The Notes – Add page is displayed.
- Enter the note title in the Title
- Enter the required notes in Notes
- Pick the note date by clicking the Notes Date field and selecting the required date from the calendar.
- Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
- Click button to save the note.
You can also click button to save the note and add another note.