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Home > General > Notes and Tasks > Creating Notes
Creating Notes
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You can create Notes within your Ventures record to document a file.  You can also attach Word, Excel, PDF, and Pictures within your notes.


There are 2 required fields when creating a Note:

  • Type:  Drop-down that is completely customizable by your Ventures Site Administrator
  • Notes: Input text data documenting said Note.  Snippets within Notes is customizable by your Site Administrator.  

Other fields:

  • The Added On field will auto-populate with the day/time the note was created.
  • Applies To is not a required field however it does help when using the Filter icons on the main Notes table.
  • Attachments can be added to your note by either dragging and dropping where indicated or you can click on Select File to search for the attachment.

Click on Save to save your note. 




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