Overview: Notes and attachments

You can manage notes and attachments on accounts, contacts, inquiries, bookings, and volume contracts using the Notes & Attachments section of a record. Also, each time a document is merged from a record, a copy of that document is added as an attachment to the record.

You need to be the owner of a record to add notes and attachments to it.

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Add notes

Edit notes

Add attachments to records

Edit attachment details

Delete notes and attachments