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To access this tab, you should have the “View notes” permission.

Notes List

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Create Note

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You need to have the “Create notes” permission to see this button.This action allows you to directly create a new note for the currently viewing customer (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select the “Related Records” in the form.

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This action is to open the Update Note form popup where you can adjust all information of the note. It contains same information as you create a new note (https://contemi.atlassian.net/l/c/DvtejLP0).

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Delete Note

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You need to have the “Delete notes” permission to see this button.

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