1. Home
  2. Knowledge Base
  3. Record
  4. 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

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!