Financial Management › Notes › Attach a Note

Attach a Note

CA APM lets you attach a note to supplement the information for an object. For example, if another company acquires one of your primary suppliers, you can attach a company acquisition note to the company record for that supplier.

To attach a note to an object

1. Click the object for which you want to attach a note. For example, click Model, Asset, Legal Document, Contact, Company, Organization, or Location.
2. Search to find the list of available objects.
3. Click the object record for which you want to attach a note.
4. On the left, click Notes.
5. Click New.
6. Enter the note.
7. Click Save.

   The note is added and appears in the list of notes for the object record.