New Note

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using Package Version 7.16 or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.

Overview

Stay organized and on top of all your Accounts by adding notes to Accounts, Contact, LeadsClosed A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs., JobsClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement., and more. With Notes, you can use rich text, lists, and images in your notes; relate notes to multiple records. This article will show you how to create a new note.

Creating a New Note

  1. Select the Global Actions icon.
  2. Select New Note.
  3. Enter your note.
  4. Click Done.