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.

Follow these steps:

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 for the list of available objects.
3. Click the object record for which you want to attach a note.
4. Click Notes on the left.
5. Click New and enter the note.
6. Click Save.