Now that you have created your Note Categories, it’s time to add a customer note. You will find that adding customer notes has remained mostly the same as with previous versions, just with added functionality.

To add a note to a customer record:

1. Navigate to Customer > Find. Enter desired criteria to locate your customer and click OK.
2. Click the Notes tab.
3. At the bottom, click the Add button. The Add New Note/Pop-Up window will appear. 
   
   
   
   
   Fields and options on the Add New Note/Pop-Up window include:
   
    

   Title	Title for note. Note titles default to the date/time note is added.
   Note	The location to write the note itself.
   Category	List of available categories to categorize your note that you created under Customer Note Categories.
   Notify	Select an associate to receive a notification for this note.
   Email/Text	Checkboxes to determine the method for associate notification.
   Emphasize/Pop-Up	Prioritize an important note so it stands from other notes. Emphasized notes will display to the right of other note bubbles. Regular notes display to the left. You will see additional options when checked: Pop-up Dates: Choose a start/end time for your note to be emphasized. Account: Note appears for the whole account, including spouse. Individual: Note appears only for the primary customer.
   	Attach an image to notes.

   
    
4. Enter your note details and click Save/Close to save your note.