Difference between revisions of "Private Notes and Email Messages"
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==Working with Private Notes and Email Messages== | ==Working with Private Notes and Email Messages== | ||
=== | ===Creating a Private Note or Email Message=== | ||
To add a note to a record: | |||
#In the Related Information section, click '''[New Note]''' | |||
#;Title: Descriptive title for the note | |||
#;Description:Enter the text of the note | |||
#Optionally, choose a [[Visibility]] option | |||
#*Default is ''Visible to Everyone'' | |||
#Click '''[Submit]''' | |||
:*The note Title, Note Owner, and the current date appear in the Notes and Attachments section of that record | |||
Revision as of 00:51, 19 June 2013
About Private Notes and Email Messages
Private Notes and Email messages can be created when viewing a a Case record or some other record. They are stored in the record history, displayed underneath the record.
Working with Private Notes and Email Messages
Creating a Private Note or Email Message
To add a note to a record:
- In the Related Information section, click [New Note]
- Title
- Descriptive title for the note
- Description
- Enter the text of the note
- Optionally, choose a Visibility option
- Default is Visible to Everyone
- Click [Submit]
- The note Title, Note Owner, and the current date appear in the Notes and Attachments section of that record