Add Notes and Files to Client Record

When we have notes or files that should be added to a client record, we head to the Contacts tab and select the client we're working with.

Danna SpiroTEST | Salesforce - Google Chrome

Or we can find any contact by starting the name in the Global Search bar above the Tabline.

Note that we get not only the contact, but the household record as well as others where this name appears.

Danna SpiroTEST | Salesforce - Google Chrome

Scroll down through the left-hand related lists to Notes and Files.

Danna SpiroTEST | Salesforce - Google Chrome
Danna SpiroTEST | Salesforce - Google Chrome

Notes

Click the down arrow on the Notes object to get the New Button.

Danna SpiroTEST | Salesforce - Google Chrome

The notes object has all the usual formatting options, as well as a place to upload a photograph.

Danna SpiroTEST | Salesforce - Google Chrome

It is also possible to add this note to other records that relate to Danna.

Danna SpiroTEST | Salesforce - Google Chrome

Clicking the Down arrow next to Search Contacts will bring up all the objects that might relate to this note on Danna's contact record. Clicking the arrow next to Records with this note will show all the places where this note exists. You can even prevent the note from being visible to other users who can access Danna's record.

Danna SpiroTEST | Salesforce - Google Chrome

Files

Click the Upload Files button, select the file you want to upload and the file will be added here.

Danna SpiroTEST | Salesforce - Google Chrome

Click done to see the uploaded file.

Danna SpiroTEST | Salesforce - Google Chrome

Click the arrow at the end of the list to add more files.

Danna SpiroTEST | Salesforce - Google Chrome

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