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how you use notes and attachments may depend on your companys business process and since sugar is very flexible there are a number of ways to perform this task however in this example were adding a note and attachment to an existing account lets get started by obtaining a list of accounts by clicking the accounts module if your accounts module is not listed click the more drop down and click accounts in the list you can use this page to search for a specific account using the search field but in this example were selecting the first account displayed by clicking the company name scroll down the page to the history section click the Action menu and select create notre attachment if we wanted to link this information to a contact within the account we could add the information in the contact field but in this example the information is specific to the account click in the subject field and enter something meaningful about the note you want to create all enter addition feature compar
