To add a note to a record please select the record first. Once you have selected the record you need, you can add the note to it.
There are two ways of adding a note. One way is to select the record/s using the tick box on the left hand side of the record.
The other way is to click into the record itself (for a note to a single record).
Please check out our in depth help articles below if you need step by step guidance.
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