Notes- Accounts

Manage the Notes created against the Account. Notes can be used to jot down points of discussion during customer meetings.

By default, the Notes created against the Account can be viewed here.

To create a new Note against the account:

2. Click on the ‘Create Note’ button.
3. In the popup displayed, enter a Note Title and Description. There is an additional option to mark a note as important. Once done, click Save.
4. A new note attached to the account is created and displayed on the grid.

To remove an existing note:

1. Select the note by clicking on the check box and then click on the Remove button.
2. The note will be removed from the account.

To update an existing note:

1. Click on the Edit icon next to each note.
   The Note detail screen will be displayed as a popup.
2. Make the required changes and click on Save.