Adding a Note

You use notes to document the outcome of an activity and to record interactions with an account, contact, lead, or opportunity. The notes you add appear in the Notes and Notes/History tabs of Account, Contact and Opportunity Detail views. The full text of the note, date and time appear in the Notes tabs for the Detail views. The Notes/History tab shows the history item list and the full text of the associated note.

There are several ways to add a note. One method was chosen for the example below.

To add

Open the Insert Note dialog box.

Select the Contact or Lead option.
Depending on your selection in step 2, click the Find button next to the appropriate box(es) (Lead, Contact, Account, Opportunity or Ticket), and use the Find dialog box to locate the appropriate record.

To remove a Lead, Contact, Account, Opportunity or Ticket, click the Delete button next to the appropriate box.

If necessary, modify the Date. To modify the date, click the Calendar/Time button to select a date, and then click OK..
Do one of the following:

Select Timeless if you do not need to enter a duration for the note.
In the Duration boxes, type a number and select Minute(s), Hour(s), or Day(s) from the drop-down list to determine the length of time of the activity.

In the Schedule For box, select a user from the list.
In the Regarding and Category boxes, ellipsis button and select an item from the list.
In the Notes box, type the appropriate information.
Click the Attachments tab to add or view a document or URL.
Click OK.