Create notes

You can create notes for accounts, contacts, inquiries, bookings, and volume contracts.

To create a note

Select your Salesforce experience.

  1. In the Notes & Attachments section of a record, click New Note.
  2. Select the Private checkbox to limit access to the note to you and your administrators. The note is not visible to other users.
  3. Enter the Title and Body of the note.
  4. Click Save. The note displays in the Notes & Attachments section of the record.
  1. On the record page, click New Note.
  2. Enter the Title of the note.
  3. Select the Private checkbox to limit access to the note to you and your administrators. The note is not visible to other users.
  4. Enter the Body of the note.
  5. Click Save. The note displays in the Notes & Attachments section of the record.
Learn more...

Overview: Notes and attachments

Edit notes

Add attachments to records

Delete notes and attachments