How to View an Account's Notes and History

Note: there is no way to add a note directly on an account. Notes live on the account's orders, and this tab only displays them — an informational banner on the tab says so. To add a note, do it from the relevant order.

Review the notes recorded against an account's orders, and the full audit trail of everything that's happened on the account.

Before you start

Open the account — see How to Browse and Search Accounts

Steps

Notes

1. Click the account's Notes tab.
2. Read the banner explaining that these notes are order-scoped, not account-level.
3. Browse the list — each note shows its author (or "System" if automated), date, content, and whether it's marked Customer Visible.

History

1. Click the account's History tab (or, from Overview, View full history).
2. Use the panel's filters to narrow by field, actor, or date.
3. Browse entries — field edits, members added/removed, leads/orders linked, address changes, and any merge that folded another account into this one. Entries referencing a person resolve to that person's name where known, falling back to a captured note if they've since left the organization.

What you'll see

Both tabs are read-only views into activity that happened elsewhere on the account (orders, the Members tab, the Edit Account dialog, linking, merging) — there's nothing to save on either tab itself.