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Benefits of Notes: '''
* They can be added to the following: [[UTA]] records, Contact and company [[profile|profiles]], calendar events, [[SmartFolders]], [[Invoice UTA|Invoices]], [[Transactions]] and more* [[Global User Administrator|System Administrators]] can even add notes to individual [[Custom Fields]], templates, and [[Status|statuses]] in order to document processes and maintain a change log* System Administrators can create different types of Notes and set [[User role|role]]-based permissions for editing and viewing each specific Note type
- see [[Notes Permissions]] for additional information* Note types can be created that have sets of pre-populated text for selection by the end user. See [[Notes Options]] for additional information.* [[Workflows]] can be configured that notify users by email that a new note has been created. These workflow-generated emails can contain variables, including the text in the body of the note. See [[Pulling Variables in Notes Workflow]] for more information.
==Configuration - Essentials==
Notes are available to records in both [[View Mode]] and [[Edit Mode]] - viewing allows access without modification, while editing allows the user to make changes or delete the note.