Sticky Notes on Record Pages

To add a note to record pages:

1. Open the record page where to add a note.
2. From the Sticky Notes Toolbar, click on any of the note icons to create a new note.
   
3. A new note window appears. To add the note to a field or record page, do the following:

• In the To field, can enter recipient names to make the note visible to specific people or leave the field blank to make the note visible only to us. Recipients will receive an email notification when they are tagged in a new note and when replies are posted on the note.
• To remove a recipient, pont to the recipient’s name, and then click the delete icon that appears.
• Click the Public box to make the note visible to everyone with access to the record.
• Type message in the space provided.
• To add file attachments, drag and drop a file to the note.
• Click Save to attach the note to the record.