To Attach a Note to a Record

You can attach any text to a record (that is, entity or a document created on a data entry form), as described in this topic. For example, you can add important information for your colleagues who works with this record.

To Attach a Note to a Record

  1. Open the form, and then select the record you want to attach a note to.
  2. On the form title bar, click Notes.
  3. In the Enter Record Note dialog box, type the text of the note.
  4. Click OK.
  5. On the form title bar, verify that the icon color near the Notes button has changed from white to yellow.

You can read the note if you click Notes on the form title bar.