1. Open the record.
2. Select Edit, Annotate from the menu bar, or press Control+T on the keyboard.
3. Enter the appropriate message or note.
4. Mark the Display annotation automatically.
5. Click Save. This message appears the next time the record is opened.

NOTE: Most record types can be annotated. Annotations cannot be passed automatically from one record type to another. For example, a vendor annotation cannot be passed automatically to the an invoice added to that vendor record.