Add Notes to a Record

Notes track and maintain important information about records. They help you further define records and are easy to add or update as you move through your daily tasks. For example, create notes about an invoice, delivery times, or vendor contacts that you may need later.

After you add a note, you can edit or delete as necessary either from the note's menu on a record (or when editing the record itself).

1. From a record such as an account or invoice, under Notes, select Add.

2. Enter a type and date, and a helpful description or comment.

   Tip: If the type you need doesn't exist, add it from Settings, Fields and tables. For details, review how to manage tables.

3. Select Save.

   Tip: For some record types, such as invoices or charges, you can add notes while you're adding the record itself.