| 1. | Go to the Documentation tab of a record. |
| 2. | Select a note to use for the notification. The note’s title and text appear as the notification. |
Note: You must add a note to the record before you can add a notification.
| 3. | Click Add notification. The Add notification screen appears. |
| 4. | Select how long to display the notification, whether to display it in a notification window, and the users who view the notification. |
| 5. | Click Save. You return to the Documentation tab. |