Notes are a common method for quickly saving important information related to a specific record. Notes are most commonly used in AdvoLogix to memorialize information related to a specific Matter, Contact or Account.
The most common way to record a note in AdvoLogix is in relationship to a specific record using the Notes related list. When recording a note, users have the opportunity to share the Note with other records or users within the organization.
Users' Notes can be viewed both globally, across the entire application or in-context with the record the Note has been associated (or shared) with.
- In the Classic user interface Notes can be viewed globally from the Files tab or for related notes from the Notes related list of the underlying record.
- In the Lightning Experience Notes can be viewed globally from the Notes application tab or for related notes from the Notes related list of the underlying record.