Adding Notes to Records

When you work with records, you might want to enter notes. You can add a note to a record in the Notes view.

In the Notes view, you can enter public notes or private notes. Anyone who can access the record can see a public note for the record. Only the person who enters the note can see a private note.

The Notes view is not available in all screens. It appears only when it is beneficial to keep notes for individual records, for example, in the Accounts, Contacts, and Opportunities screens.

To add a note to a record

1. Find and drill down on a field in the record to which you want to add a note.

2. Navigate to the Notes view, and then navigate to the Private Notes subview or the Public Notes subview.

3. Click New (the plus (+) icon) to create a record.

4. From the drop-down list for the Type field, choose Note.

5. In the Description field, enter the text for the note.