Use the Note Details window to display existing notes and attachments in read-only or updatable mode depending on your security access.

With appropriate privileges, you can perform the following tasks after clicking the Full Note icon in the Notes History region:

Viewing Note Text and Attachments

You can view the note details including date added, user, note type, visibility, and entire note text in addition to existing attachments listed in the Attachments region.

Updating Note Text

You can update the note text by adding unlimited text.

Deleting Notes

You can delete notes if the Delete button is visible.

Updating Note Attributes and Attachments

You can update note attributes by changing the note type and visibility from the drop-down lists, as well as update attachments by adding, modifying, and deleting attachments to an existing note.

Please note that attachments that are attached to a note can only be accessed from the note, not from a task that the note is currently attached to. If attachments are added to a task, these attachments can only be accessed from the task.

In the Attachments region, you can create an attachment with the format of text, file, or URL. You can also update, delete, or search for existing attachments.