Add a Note to an Entry

Updated 2 years ago by Celina Kwan

You can add notes to Address Book entries, Customer Service cases, Campaigns, and Opportunities. When you add or edit a note, you can add formatting and hyperlinks in the note. 

You can add a note for the current entry in the Address Book, Opportunities, Campaigns, or Customer Service page, or for the Address Book entry associated with the current activity in the Hotlist page. You can add the note from the Details tab and the Notes tab in the following pane. You can also add a note to the current entry in the Contacts and Related Entries tab in the following pane.

  1. In the main list, click on the entry to make it the current entry.

– or –

In the Contacts or Related Entries tab of the following pane, click on the entry to make it the current entry.

  1. Select the Notes tab, and click Add.
The option applies to only the current entry in the main list.

– or –

In the following pane tab, select Details and under Actions, select Add a note.

The option applies to only the current entry in the main list.
  1. Enter the content of the note.

Click the minimize widget in the upper-right corner of the Note dialog to minimize the dialog if you need to perform another task in Maximizer before you are finished editing the note.
  1. Use the options in the toolbar to format the note.

  1. If necessary, select the Important icon to mark the note as important, and adjust the Full accessRead access, and Category fields in the note.

  1. Click OK.


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