Using Notes

Notes allow users to add additional commentary and simple notations to various objects and do not require any additional action to be taken. Multiple notes can be added to an object.

Notes can be added to the following objects:

Action Plans (not available in the Project Workbench)

See Also

Navigation & Common Functionality

Create a Note

Delete a Note

Edit a Note

Configure Your Notes Form

Home Page

Login

Log Off

User Account Settings

Formatting Memo Fields

Manage Hyperlinks

Bookmarking

Cross Referencing

Quick Links

In Line Editing

Concurrent Editing of Business Records

My Favorites

Attachments

Bookmark an Attachment

Utilize List Searches

Review and Remediation

Tasks

Quick Reports

Help