Device notes
Security and navigation
SECURITY All Autotask users who have access to the parent entity.
NAVIGATION 
> CRM > Search > Devices > open a Device > Activity tab > New Note
NAVIGATION > CRM > Search > Devices > open a Device > Quick Add bar > New Note
IMPORTANT For important information about Notes, refer to Using notes in Autotask.
Adding a Note
To add a device note, do the following:
- To open the page, use the path(s) in the Security and navigation section above.
- Click the note icon on the Quick Add bar, or click New Note on the Activity tab.
- Complete the following fields:
| Field Name | Description |
|---|---|
|
Title |
Creating titles using key words will allow you to find notes later in lists and searches. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Refer to Note Titles. Enter a Title for the note. |
| Description |
On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. Wherever it is available, it tracks essential information about the record. Enter the note text (up to 32,000 characters, 1 Million characters for task and ticket notes) into the Description field. For longer notes, you can re-size the field by grabbing the bottom right corner and dragging it down. This field supports Rich Text, including inline images. A plain text version of the notes will also be saved and kept in sync with the Rich Text version. Refer to The Rich Text editor. |
| Note Type |
Note types are categories applied to notes. They organize notes based on their parent entity, function, and who they are published to. Refer to Note types for more information. The Global Notes Search can be filtered by the Note Type field. Refer to Running a global notes search. On entities where you have a choice, accept the default or select a different Note Type from the drop-down list. |
- Click Save & Close.
NOTE Creating or editing a device note is considered an activity for the device. It will update the Last Activity date and the name of the resource who made the change.
Adding an Attachment
To attach a file to the note, click Add Attachment, select the attachment type, select a file, and give the attachment an easily recognizable name. Refer to Adding and managing attachments for more information.
