Create a Note

Create a Note

  1. Access the Notes Create form using one of the following methods:
    • In the left navigation bar click Notes > Create Note.
    • Click Notes on the Quick Create menu.
    • Click Create New on the Notes List View.
  2. Complete the Notes Create Form. Fields that are marked by an asterisk ( * ) are required and must be completed to save the Note.
  3. Click Save.

For more information on creating notes see Notes.

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