Introduction

You need to have the “Create notes” permission to see this function, it 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.

You will see a Note form to input all information for your note.

Note Fields

Fields	Description

Fields	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. You must 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.