1. Help Topics
  2. Record
  3. How to…Add a Note to a Record

How to…Add a Note to a Record

Search for the relevant record by using the search bar in BuddyCRM.

Click the document icon in the activity feed and select Add Note.  A box will appear where you can add free text. Click on Add Note and the note will be saved to your Activity Feed.

Updated on June 19, 2018

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