The notes section allows users to add notes about the current Record. All notes are placed into the notes screen in reverse chronological order and are stamped by the user name and date/time added. Notes cannot be edited or deleted once placed so it represents a complete history of the Record. It will also include any notes added as part of the workflow processing. Private notes are also allowed where only you will see your private notes.



When adding a note, users have the option to enter their own notes or to select from the Quick Note menu on the right. This will only be visible if Quick Notes have been defined at the Record Type level by the administrator.