System/User Notes

Use this form to view, add, delete, and modify reusable notes. There are two kinds of reusable notes:

System notes, which are available to all users, are defined in the top part of the form.
User notes, which are available only to the current user, are defined in the bottom part of the form.

For more information about reusable notes, see Working with Notes.

For information about deleting notes, see Deleting Notes.

Accessing the System/User Notes Form

To access the System/User Notes form, perform one of the following actions:

To launch the form standalone (not linked to any record), select View>System Notes.
To use the form to define or select reusable notes for a specific record:
1. Select the record.
2. Use one of these methods to open the Object Notes form: Select Actions>Notes for Current, or select Notes for Current from the right-click context menu, or click the Notes button on the toolbar.
3. Click Attach/Detach to open the System/User Notes form.
To use the form to define or select reusable notes for all records in a collection:
1. Select a record.
2. Use one of these methods to open the Class Notes form: Select Actions>Notes for All, or select Notes for All from the right-click context menu.
3. Click Attach/Detach to open the System/User Notes form.