Record Notes – HighTide

Overview

Within the HighTide platform, you are able to add notes to records to document information that you find valuable to have for you and all users of your organization. In addition to adding valuable notes, you can also attach files to notes, allowing you to add another level of documentation for managing your records. Notes can be added to the HighTide platform in two different ways, making it easier for you to manage your work.

Adding Notes Through the Global Notes View

From the Home view, you will navigate to the Notes Section of the HighTide platform. Here you will see a list of existing notes. From here you can then click on Add Note to open the side drawer and add your note. After adding a name and the content to the note, you will click Create to create the note.

Once you create your note, you will navigate to the note you just created to add any connections you would like as well as attach files if needed. To add a connection, you will click on Add Connection which will present you with a list of all Record Types. You will choose the Record Type you would like to connect to and then search for the Record to connect.

After adding the connection the specific note you created will be connected to the record and you will be able to view it on that record.

The note will also now be available in the global view of Notes.

Adding Notes from a Specific Record

You are also able to add notes directly from a record. After navigating to the (Record Type) and selecting the record you would like to add a note to, you will navigate to the Note View.

After clicking on Add Note, the side drawer will appear where you can enter a name and the contents of the note. After adding relevant information, click Create.

After doing this, the Note will already be attached to the specific record you added it to and also available in the global Notes view.

Adding a File to a Note

To add a file to a note when you are viewing a note, click Add Files. After doing so you will have the ability to add various file types and then click Save, adding the file to the note.