Page Comparison

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. You must selected the select an entity type which the note is created for:

• Account

• Contact

• Lead

• Sales

• Case

• Call log

• Claim

After selecting an entity type, you then need to select a corresponding entity record for the note.