Notes Home
Use the Notes Home page to create and manage notes related to an activity.
The Notes Home page displays the following information:
- A Search sub-panel where you can enter the subject or a contact name to search for a specific note. To perform an advanced search using additional fields, click the Advanced Search tab. To customize and save the search layout and results, click the Saved Search & Layout tab.
- A list of existing notes along with related information such as contact and any attachment.
- To view the note details, click its subject.
- To update or delete multiple notes, select them from the list, and use the Mass Update sub-panel to perform the action.