Add a Note to a Contact Record

You can add a supporting note to your contact record, or anoter other contact record if you have the rights to do so.

To add a note to a contact record:

1. Navigate to the contact record.
   For information, see Searching for Contacts. Alternatively, to update your own contact record, click your name in the top-right corner.
2. In the Notes section, click .
3. In the Add New Note dialog box, use the Note Type list to select the type of note that you want to add.
4. In the Notes field, enter your note.
5. Click Save.

To edit an existing note, click . To delete a note, click .