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Introduction

This function allows you to create a new note quickly in almost every screen of Seamless.

You can access to this function by clicking at the Note button in the right bottom bar.

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FieldFields

Description

Organization

Mandatory. The organization which the note is created for. Your organization is the default value.

Title

Mandatory. Title of the note.

Description

Mandatory. The note’s description

Related Records

Mandatory. The entity which the note is created for:

  • Account

  • Contact

  • Lead

  • Sales

  • Case

  • Call log

  • Claim

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