# Notes

<figure><img src="https://1755261872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2Fazw0LzjXpuuFT92Su0Qz%2FAccessing%20Notes.png?alt=media&#x26;token=02610875-9af8-43d7-8aac-b21e560cbe0b" alt=""><figcaption></figcaption></figure>

From the dashboard, head over to the left sidebar and select **Notes**.

<figure><img src="https://1755261872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FaxkZak0sLWmBZkdWCSwu%2FCreate%20Note%20Button.png?alt=media&#x26;token=a76ff6f3-007e-4e0a-9ba5-1765b45a8d08" alt=""><figcaption></figcaption></figure>

Click, **Create Notes**. It will open the Create Note modal, in which, add your Note Title, select a customer/contact, then input text in the body.

<figure><img src="https://1755261872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FjGzFDGs6DpEndgtHGeYh%2FCreate%20Note%20Modal.png?alt=media&#x26;token=6a2c8eb5-62d8-4981-98fa-439125308bfa" alt=""><figcaption></figcaption></figure>

Then, for Status, either select Draft or Completed. Once done, click **Save**.

<figure><img src="https://1755261872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FPcSJmyjskec9QRKE1B0U%2FCreated%20note%20in%20the%20list.png?alt=media&#x26;token=3e5433f6-e2d3-41e1-94c5-27d2293ffeb7" alt=""><figcaption></figcaption></figure>

The added note will appear in the notes library like the above. To edit a note, click the![](https://1755261872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FtM0TpJ2uFQAN4Ck2pMsa%2FEdit%20Button%20Blue.png?alt=media\&token=e5fd4863-2e0e-4e4c-9854-bca693646d06)Edit Icon button.

<figure><img src="https://1755261872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2Fo1KeXsnH8EyuL0YmLcY4%2FDelete%20a%20note%20confirmation.png?alt=media&#x26;token=c198e39d-366f-4aba-b328-e6a13931bb1d" alt=""><figcaption></figcaption></figure>

To delete it, click on the![](https://1755261872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2F3Of4IVOBkTD6Yfey20F7%2FDelete%20Button.png?alt=media\&token=82c696d8-8f39-4ebd-82c3-f74f28e61d38)Delete Icon Button. Then, select Confirm to finalize the delete.

<figure><img src="https://1755261872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FwntnEeU4csSiHZKLCAZp%2FNote%20Search%20Options.png?alt=media&#x26;token=31bcc258-af2a-4b2c-8cd8-78dc5bbf17b9" alt=""><figcaption></figcaption></figure>

Use the Search and its filter to locate a note quickly.

* Created By - to search a note based on a team member.&#x20;
* Date Range - to search a note created Today, Yesterday, This Week, This Month, or Custom.

Click **Download** to save a copy of Notes to your local system in a zip file.
