In the Notes FactBox you can write notes for a document or card, either as a general comment for later processing or as a question or instruction to another user who can respond to the note using their own Notes FactBox. These notes or correspondences will follow the record, for example the sales order, as it is processed in the company.
You can add the Notes FactBox to all list places and task pages. On Role Centers, it is called My Notifications and is added in a slightly different way. For more information, see Customizing Role Center and Pages.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Enter a note on a record and have it appear in another user's My Notifications, your own My Notifications, or only on the record. | |
View the full text in a note, or open the record that a notification is related to. | |
Delete a note and any related notification. |