Notes

A note records something worth keeping about a customer or a deal — what was agreed on a call, a preference, a reminder for the team.

Where to find it

Select Notes in the sidebar. The list shows each note’s subject, the record it belongs to and when it was written.

What you can do

Select New note, give it a Subject and the Note text, and link it to a record under Related To.
Attach a file to a note.
Start a note from a customer, quotation or invoice, on its Activities tab, so it is linked for you.
Search your notes from the list.

This page is a summary. A full guide for Notes will follow.