The Notes module allows you to keep a record of comments, observations or explanations — whether internal to your organisation or linked to a SuiteCRM record such as an Account, Contact, Lead, Case or Bug. Notes can also carry a file attachment, making them useful for logging correspondence, decisions, and supporting materials against any record.
Subject: a brief title for the note. Required.
Related To: links the note to a parent record (Account, Contact, Lead, Opportunity, Case, Bug and others). Once linked, the note appears in the History sub-panel on that record.
Contact: links the note to a specific Contact record, independently of the Related To field.
Description: the body text of the note.
Attachment: a single file can be uploaded and stored with the note. Supported for any file type.
Portal Flag: when checked, the note and its attachment are visible to portal users who have access to the related Case via the Customer Portal.
Notes appear in the History sub-panel of the record they are linked to via the Related To field. From a Note record you can navigate directly to the parent record.
For information on working with sub-panels and relationships, see Relationships & Subpanels.
For standard record operations including searching, editing, duplicating and importing, see Record Management.
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