Notes are an internal storage system found on the Account and Contact level. Clients are not able to view Notes. As Notes are for storage, they do not notify any party when created.
A Note can be meetings notes, a way to record the outcome of phone calls, extra information, or anything pertinent to the Account that you'd like to have on file.
Select +Add New in the upper-left side of your screen.
Select Note.
Select the Account.
Select the Contact.
Select a Date.
Enter a Title.
Enter a Description.
Attach files using Drag & Drop, Liscio Vault or Browse.
Select Create Note.
Note: To find the saved note, navigate to the Account or Contact and click on the Notes tab.