Select record first

To add a note

Iain Brydon avatar
Written by Iain Brydon
Updated over a week ago

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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