Edit and File Notes
You can edit a note that you added by hovering your cursor over the bottom of the note to find the
Edit icons provides options to:
- Attach files to the note or email
- File the note or email to a case or deal
- Adjust who can see the note or email or its permissions
- Select a different date of when the note or email happened
Make your edits to the note and save your changes.
You can attach any note to a case or deal. This allows the note to appear both on the case/deal page and on a contact's page.
Notes can be attached when they are created, or later, by filing them to a case or deal.
Attach a new note to a case or deal
When you enter a note on a contact's page, click on the
Show options link and select a case or deal from the pull down menu.
You can scroll through recently used cases or deals, all cases and deals, or search for a specific case or deal.
When you add your note, it will appear on both the contact's page and the care or deal it was filed to.
File an existing note to a case or deal
Notes that have already been created can also be filed to a case or deal. Hover your cursor over the bottom of the note to find the option to
Edit the note.
Edit icon and use the pull down menu to attach the note to a case or deal, then save your changes.