Add a Tag to a Note
Use tags to search your notes.
You'll need the Manage Notes permission among your responsibilities. To tag private notes, you'll need the Manage Private Notes permission.
When attached to a note, tags allow you to more easily find it when searching.
- Sign in as an administrator or user with the appropriate permission.
- Locate and open the record you want.
- Click the Notes tab.
- Create a new note or edit an existing one.
- Click in the box below the note, and select a tag from the drop-down list.
After you add a tag, you can enter it in the search box next to the Add Note button to locate notes more quickly. You can also search on a note tag when creating a report.