Notes

Notes that live next to the record they are about. Anchor a note to a request, a suite, a vacancy, a SQL case or another note, and it waits in the Notes dock whenever that record is on screen.

• Organize notes in notebooks - How the Notes screen is laid out, and how to create, rename and delete notebooks.
• Share a notebook - Choose who can read or write the notes in a notebook - in an organization, or one of your own.
• Write a note - Start a note or a template, what the editor saves and when, and the note's menu.
• Add tags and files to a note - Tag a note to find it later, and attach files others can download.
• Anchor a note to a record - Tie a note to a request, suite, vacancy, SQL test or another note so it follows that record.
• Capture a note without leaving your screen - Use the Notes dock to jot a quick note or capture one about the record on screen.
• Restore an earlier version of a note - See a note's history and restore a version, and use the details panel.
• Search and filter notes - Find a note by words in its title or text, and narrow by tag, editor, date or archive.