Working with notes
The primary screens and worksheets related to notes are:
- Notes – This screen has a search area in its upper part with fields that enable you to search by text, author, topic, and date range. The main screen shows the results of the last search in its lower section.
- New Note – This worksheet is where you create notes. You can optionally use a template. You can also search for note templates. To access this worksheet, click .
- Activity Detail – This worksheet is where you create notes that are related to an activity. For example, you can navigate to Desktop tab Activities. If you then click the Subject of an activity assigned to you, Activity Detail worksheet of that activity opens below the list of activities. The worksheet has a New Note section.