Capture a note without leaving your screen

Use the Notes dock to jot a quick note or capture one about the record on screen.

In short

The Notes dock lets you jot a note without leaving your screen. With a record on screen, it captures a note about that record and lists the notes already anchored to it.

Before you start

Capture a note

  1. Press N (on any screen except Notes), the Notes chip in a record's title row, or "Open Notes" in the command palette.
  2. Type in the box. The first line becomes the title, the rest the text; Shift+Enter starts a new line.
  3. Press Enter to save. With a record on screen, the note is anchored to it.

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