Intelligent Notes:

You can Add an intelligent note for all
the entities contacts/consultants/Requirements/companies
just by right clicking on any entity record, Select Note.
- Select the Sub-Type from the lookup list.
- Type descriptive Subject or select from the
lookup.
- Type Notes to add details about the note.
- Check Private if you want to make
private to you, so no other users can see it.
- Select Ok to save it.