Annotations allow full access to System Administrators and Account Owners to add customized notes and comments to archive records. Benefits include:
Enabling in-record collaboration. Invite account owners to discuss and collaborate in one place, and never worry about merging different versions of the same document to collect comments again.
Capturing the context. Describe what happened and why decisions were made at the time, so the technical information that anyone would need is pinned on that record for the future.
Eliminating disjointed documentation. Stop keeping important notes and documents on multiple desktops and folders, and empower your organization to add annotations within the record itself.
Boosting efficiency and maintaining security. Securely and easily search, view, and edit records without having to download any files, and always know where all the information on a record is stored.
Annotate a Record
Navigate to your Record
Click the record to bring up the Record Details box:
Under Annotations, click Add:
Choose a category (required):
Add a description (optional):
Click Save annotation. The annotation will appear in the Record Details box:
Click Add... to include multiple annotations on the same record:
To remove an annotation, click the red x button next to it:
On the pop-up window, click delete to confirm:
