Creating or Editing a Note for an Account

Create or edit a note for an account.

  1. On the home screen, select Accounts.
  2. Select an account to view its fact sheet.
  3. Near the bottom of the screen, select Notes.
  4. Select Edit.
  5. Enter the note text, then select Save.
Related tasks
Adding a Contact Relationship to an Account


Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com