Viewing/Editing an Object's Notes

In the Profile Card, you can add any notes (free text) that may be useful for other users and attach them to this object.

To view an object's notes:

To add a new note:

  1. In the Profile Card Notes tab:
    • Right-click in the Notes pane
    • Click Add
  2. In the Notes dialog:
    • Write note
    • Click Link to Profile_Notes%20tab_Add%20note_OK.gif your note is added to the Notes pane

The note is added to the list of notes for this object.

To delete a note:

  1. Click the check box next to the note.
  2. Click Delete.

The note is deleted from the list of notes.