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When you want to record information against a record. You can also use it for communication with others.

Step-by-step guide

  1. Go to the record
  2. Click on the 'add note' button
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  3. In the popup window;
    1. select if the note is just for yourself or for another person
    2. Enter the subject of the note
    3. Enter the note details
  4. Click 'Save'
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