Complete this task to record additional information on an account or case.
| Warning |
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| After a note has been created and saved, it cannot be edited or deleted. |
| Note |
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| If notes have been recorded on a case or account, the cases' Notes tab and the account's Notes tab have a red label. |
Step-By-Step Guide
Step | Instructions | Additional Information | ||
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| 1 | From the Act: [ID] > Notestab, click Create. The Note: Account [ID]page opens.  |
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| 2 | Open the Note Type drop down list and select the type of note being created. | |||
| 3 | Enter the text in the Note field. |
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| 4 | Click OK. The note is saved with the date and time it was created and the person who created it. |
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