Notes

Notes can be used by PolicyCenter end users to capture information about an account or policy that does not easily fit anywhere else.

You can use the Notes feature to:

• Create general notes without a note template.
• Create notes with a note template for specific note types.
• Add additional security with ACLs.
• Edit and delete notes, if you have the proper permission.
• Search for notes with a wide variety of filters.
• Create a note with rules or in workflows.
• Create new note templates.