Using Notes

On certain IFS Cloud record pages, you can add notes to specific records. This allows you to input extra information related to that particular record.

Add Note

Notes Button

If the information field allows adding a note, you will notice a notepad icon next to the field. Click on this icon to view the notes linked to that specific record.

Note Preview  

Clicking the Icon will open up a slide out menu with the note. You can add any description to the Note Description Field and click the OK button to save your input.