You may want to jot down notes or store files related to a specific record. Every group, individual, agent, and policy record has a ‘Notes/Attachments’ tab that you can use to store this data. You can update them over time. When you want to track a client interaction or save a file for auditing/posterity, it's best to use activities. Learn how to use notes, attachments, and pinned notes in this article.
Notes & Attachments
To add or update notes, users need Change Notes/Attachments permissions.
You can add notes about to a contact or upload files. Use notes & attachments for storing items for easy reference and safekeeping.
To add a note or attachment to a record:
- Once you are viewing a record, select the notes & attachments tab.
- Select create new.
- Enter a subject and then add your notes or attachments.
- Drag and drop files or select choose files.
- Select Save.
- Now, you can look up notes or the attached files any time you need.
Updating or Deleting Notes/Attachments
To update a note, select the note and follow the steps above make your changes. To remove a file from a note, select the 'x' next to the filename and confirm you'd like to delete the file. If you need to delete the note, select to delete. If you delete a note that has attachments connected it, those attachments will also be removed.
In a list of notes and attachments, you might have one that is more important or that you want everyone to see. To help with that, you can pin a note. Pinning a note adds it to the top of the notes & attachments page and also includes it in the summary for quick reference. Add important reminders, documents, or information to pinned notes for quick access.
To pin a note, click on the push pin icon. You can pin one note and the push pin will be green to let you know which note has been pinned.
Is there a limit to the file size I can upload?
While there isn't a specific limit on file size or storage, the bigger the files, the longer it will take to upload. So as you add files, it's a good idea to keep an eye on file size.
How many notes can I add on a record?
Good question, add as many as you need.