Create notes
You can create notes for accounts, contacts, inquiries, bookings, and volume contracts.
To create a note
Select your Salesforce experience.
Classic - Delphi users only
- In the Notes & Attachments section of a record, click New Note.
- Select the Private checkbox to limit access to the note to you and your administrators. The note is not visible to other users.
- Enter the Title and Body of the note.
- Click Save. The note displays in the Notes & Attachments section of the record.
Lightning - Delphi and Delphi Core users
- On the record page, click New Note.
- Enter the Title of the note.
- Select the Private checkbox to limit access to the note to you and your administrators. The note is not visible to other users.
- Enter the Body of the note.
- Click Save. The note displays in the Notes & Attachments section of the record.