62 lines
3.6 KiB
HTML
62 lines
3.6 KiB
HTML
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<!--
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/*********************************************************************************
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* SugarCRM is a customer relationship management program developed by
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* SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc.
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*
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* This program is free software; you can redistribute it and/or modify it under
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* the terms of the GNU General Public License version 3 as published by the
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* Free Software Foundation with the addition of the following permission added
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* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
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* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
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* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
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*
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* This program is distributed in the hope that it will be useful, but WITHOUT
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* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
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* FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
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* details.
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*
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* You should have received a copy of the GNU General Public License along with
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* this program; if not, see http://www.gnu.org/licenses or write to the Free
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* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
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* 02110-1301 USA.
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*
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* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
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* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
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*
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* The interactive user interfaces in modified source and object code versions
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* of this program must display Appropriate Legal Notices, as required under
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* Section 5 of the GNU General Public License version 3.
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*
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* In accordance with Section 7(b) of the GNU General Public License version 3,
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* these Appropriate Legal Notices must retain the display of the "Powered by
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* SugarCRM" logo. If the display of the logo is not reasonably feasible for
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* technical reasons, the Appropriate Legal Notices must display the words
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* "Powered by SugarCRM".
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********************************************************************************/
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/*********************************************************************************
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********************************************************************************/
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-->
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
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<h1>Notes</h1>
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<p>
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Use the Notes page to create a note related to a specific call, meeting, or task for distribution to participants. You can also attach a file with the note.</p>
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<p>To create a note, enter the following information:</p>
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<ul>
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<li><span class="helpButton">Contact</span>. Enter the name of the contact. Click <span class="helpButton">Select</span> to choose one from the Contacts list or to search for a contact in the list.
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<li><span class="helpButton">Account</span>. Optionally, enter the name of the related account or click <span class="helpButton">Select</span> to search for one. Instead of an account, you can choose another related record such as an opportunity or contact from the drop-down list.
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<li><span class="helpButton">Team</span>. Click <span class="helpButton">Select</span> to select the team that is allowed to view the note or attachment.
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<li><span class="helpButton">Subject</span>. Enter the subject of the note.
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<li><span class="helpButton">Attachment</span>. To attach a document that is located on your machine, click <span class="helpButton">Browse</span>, navigate to the location of the file, and select the file.
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<li><span class="helpButton">Note</span>. Enter the text of the note in this box.
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</ul>
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<p>Click <span class="helpButton">Save</span> to create the note or attachment; click <span class="helpButton">Cancel</span> to return to the Notes home page without saving your changes.</p>
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