Notes or messages can be attached to a record and they can be marked for action.
1. To access the 'Notes's' section, open up a record and click the notes button.
2. The Notes window will pop up.
3. To add a new note click 'Add'.
4. In the add notes entry screen fill out the form with a subject and enter the content into
the main text box.
5. Once completed press save.
7. You will see that the new entry has been added to the table.
To access an existing note simply click the record and the details will show.
If you have actioned a message that was a task to you, you can flag the entry as 'Actioned' by clicking the 'Set Actioned' button.