After enabling Notes and configuring any feed tracking, you will want to add the related lists to your organization’s page layouts.
First make a list of all areas you want users to have the ability to add, edit, and view Notes and/or upload Files. For example you may want to utilize Notes and Files on Accounts, Opportunities, and Orders but nothing else. From the page layout in Object Manager, you can configure the visibility and location. If you use more than one layout (e.g., with different record types), be sure to make the changes to every layout you want Notes and Files accessible.
To Add Notes and/or Files Related Lists:
- From Setup (gear icon), click on Object Manager. Click on the object you want to add Notes and /or Files to. For this example we will use Account.
- Click on Page Layouts from the list on the right and select the layout to edit.
- Select Related Lists from the list and drag Notes and / or Files to the page layout below.
- Save the layout and verify you can now see the Notes and/or Files related lists on the object.
- Complete these steps for each object where you want users to take notes.
