How to add account notes?

You can add account notes to a user's record as needed.

Here's how to add a note:

1. From the left menu, go to the Users tab.
2. Select the user.
3. The screen below shows the Edit User tab.
4. Click the Actions dropdown in the top right corner, and select View Activity Log.   You will see a screen as shown below.
5. Click the Add history button in the top right corner.
 
6. Add the note
7. Once done, click Ok to save your note.