Manage Notes
Add a Note
Attach a note to a profile.
- You'll need the Manage Notes permission among your responsibilities.
- To add private notes, you'll need the Manage Private Notes permission.
- Locate and open the record you want to add a note to.
- Click the Notes tab.
- Click Add Note or Add Private Note.
- Enter your comments in the text box.
- Click Save.
Edit a Note
With the appropriate permissions, you can edit profile notes.
- You'll need the Manage Notes permission among your responsibilities.
- To edit a private note, you must either be its creator or an administrator.
- Locate and open the record you want to edit a note for.
- Click the Notes tab.
- Next to an existing note, click
and Edit.
- Make any necessary changes, then click Save.
Delete a Note
If you have permissions, you can delete profile notes.
- You'll need the Manage Notes permission among your responsibilities.
- To delete a private note, you must either be its creator or an administrator.
With the right permissions, you can delete a note that is not private and that you did not originally create. However, private notes on a profile can only be deleted by the person who created the note.
- Locate and open the record you want to delete a note from.
- Click the Notes tab.
- Point to the note you want to delete.
- Click