Adding a Memo to a Record

This is a preview. View original post on this site

Navigate to the corresponding Datasheet Click on the pencil icon to the right of the record tabs to navigate to the Edit screen Type your Memo into the corresponding box in the top left corner of the Add/Edit page Click the Save button in the bottom left corner when complete The Memo will now display at the top of the Datasheet

See also  Adding a New Contact to a Company Record
,

Subscribe to Recruiting Headlines

* indicates required

RECRUITMENT MARKETPLACE


»This AI Agent Solves Employee Turnover


»Free Career Site Audit from Dalia


»Jobcase: connect with workers you want to hire


»The Diversity Job Board


»RecTech PR Newswire


»HR News


»Job Board Directory


»Recruiting Newsletters


»HR Tech News


»Jobs with Relocation Assistance


»Recruiter Ebooks