Important: Notes can be created by three different methods.
1.From the WP Button:
a.Click the WP Button.
b.Click the Note link, Note Add screen will be displayed.
c.Enter the note information.
d.Click OK to save.
2.To add a Note from the Account screen:
a.Click the Add New button from the button row. The drop-down list will display.
b.Click the Note option. The Note dialog window will display.
c.Enter the Note information.
d.Click OK to save and close.
3.To add a Note from the side bar:
a.Select the Note section in the accordion.
b.Enter Note information in text box.
c.Click Add
d.The Finished Note will display in the accordion.
See Also