- To add a note to an event: Event Notes Edit
- To add a note to a series: Event Notes Edit on at least one of the events in the series
- To add a note to an account: Accounts & Contacts Edit
- Click the + add note icon on either the:
- Notes tab on the event details page
- Notes tab on the series details page
- Notes tab on the account details page
- Type the content of the note. You can drag the bottom-right corner of the note field to resize it.
- When the note is entered, click Save.
- Your note has been added to the event/series/account.
Event notes only appear on event details pages, and series notes only appear on series details pages.