Notes & Attachments

Most records will have a Notes & Attachments section where you can upload a file or create a new note.

Attachments can be seen by anyone who has access to the record.

Notes & Attachments on the Contact record

To add a new note, click the "Log A Note"  button at the top right corner of the contact record page.

Notes & Attachments on the Contact record

Adding a new attachment

From the "Related" tab of the record, scroll down until you find the "Notes & Attachments" section. Then click "Upload Files" too add a new attachment.