Notes

Notes
Name:	Notes
Tech Name:	Notes
Class Name:	Note
Type:	Standard
Template:	Security_groups, Assignable
Custom Module:	No
Auditable:	No
Importable:	No
Reportable:	Yes
Hide module on Main Page:	No

Short Description

The Notes module is a simple feature that allows users to quickly add comments, explanations, or simple summaries under a record, providing users with up-to-date information about the record

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Business Description

Overview

Accessing the Notes Module: The Notes module can be accessed from the navigation bar at the top of the page or through a quick creation button located near the main search bar. Within the module, users can create new notes, view a list of all notes, or import them into another tool.

Creating a Note: To create a note, users have access to the following fields:

• Related To: This field helps associate the note with another module. By default, options such as tasks, email, projects, project tasks, meetings, phone calls, recruitment, candidates, and ideas are available. After selecting the module to link the note with, users can add a relationship to a specific record, such as a candidate. This will automatically assign the note to the respective candidate.
• Subject: This field is used to enter the subject or title of the note.
• Attachment: Notes can include attachments, enhancing the capabilities of the module.
• Note: This descriptive field contains the actual content of the note.
• Assigned To: This field allows users to select the person to whom the note should be assigned. By default, the field populates with the currently logged-in user.

Note Creation from Subpanels: Notes can be created not only within the Notes module itself but also from subpanels in related modules. For example, under a phone call or a meeting module, users can access subpanels, including the Notes subpanel. Clicking on "Create Note" or "Attach" will open a quick create view where the note is automatically linked to the specific module and record. After saving, the note will be visible in both the subpanel under the record and the Notes module

FAQs

Can I add multiple notes under one record?

Yes, you can add multiple notes for each record.

Can I add multiple attachments to a note?

No, only one attachment can be added to each note.

Can one note be associated with multiple records?

No, one note can only be associated with a single record.

Custom Actions

Processes

Related Processes

Related Process Steps

Related Features

Affected by

Initiating

Related Integrations

Structure

Fields

Name	Type	Required	Validations	Visible	Editable
Assigned to	relate	No		Yes	Yes
Attachment	file	No		Yes	Yes
Contact	relate	No		Yes	Yes
Created By	relate	No		Yes	No
Date Created	datetime	No		Yes	No
Date Modified	datetime	No		Yes	No
Display in Portal?	bool	Yes		Yes	Yes
Email Address	varchar	No		Yes	Yes
Embed in email?	bool	No		Yes	Yes
File URL	function	No		Yes	Yes
Mime Type	varchar	No		Yes	Yes
Modified By	relate	No		Yes	No
Note	text	No		Yes	Yes
Parent Type	parent type	No		Yes	Yes
Phone	phone	No		Yes	Yes
Related To	parent	No		Yes	Yes
Subject	name	Yes		Yes	Yes

Relationships

Laft	Type	Right	Short Description	Relationship
Calls	one-to-many	Notes	Flex relate used in Call	Relationship: Calls - Notes
Candidates	one-to-many	Notes	Flex relate used in Candidate	Relationship: Candidates - Notes
Candidatures	one-to-many	Notes	Flex relate used in Candidature	Relationship: Candidatures - Notes
Emails	one-to-many	Notes	One Email record can have many related Note records, but a specific Note record can be related to only one Email record.	Relationship: Emails - Notes
Ideas	one-to-many	Notes	Flex relate used in Idea	Relationship: Ideas - Notes
Meetings	one-to-many	Notes	Flex relate used in Meeting	Relationship: Meetings - Notes
Project	one-to-many	Notes	Flex relate used in Project	Relationship: Project - Notes
Project Tasks	one-to-many	Notes	Flex relate used in Project Task	Relationship: ProjectTask - Notes
Recruitments	one-to-many	Notes	Flex relate used in Recruitment	Relationship: Recruitments - Notes
Tasks	one-to-many	Notes	One Task record can have many related Note records, but a specific Note record can be related to only one Task record.	Relationship: Tasks - Notes
Users	one-to-many	Notes	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - Notes
Users	one-to-many	Notes	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - Notes
Users	one-to-many	Notes	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - Notes