Notes

Overview

Notes is a Salesforce feature.

You can stay organized and on top of all your deals by adding notes to accounts, contacts, leads, opportunities, and more. With Notes, Salesforce’s enhanced note-taking tool, you can use rich text, lists, and images in your notes, relate notes to multiple records, and create notes in Lightning Experience.

Notes is a standalone related list within Lightning Experience.

For Salesforce Classic:

If Notes are not enabled, then the old Notes and Attachments related list will still have Notes within Salesforce Classic.
If Notes are enabled, Notes will have their own related list (same as in Lightning).

In Salesforce, Notes and attachments are used to enter some comments or add external documents along with the Salesforce records. Notes in Salesforce provide the functionality to enter some text which is not mentioned in other fields. Attachments, on the other hand, are external documents attached to a record.

Note:

For more information on Notes, see the following Salesforce links:

Notes: https://help.salesforce.com/s/articleView?id=sf.notes_admin_overview.htm&type=5
Notes related list in Lightning Experience: https://help.salesforce.com/s/articleView?id=000315827&type=1
Work with Notes and Files: https://trailhead.salesforce.com/en/content/learn/modules/lightning-experience-productivity/work-with-notes-and-files

Enable Notes

Lightning

In the Lightning Experience, you can enable Notes in the (Setup) > Setup > Feature Settings > Sales > Notes Settings:

Enable Notes in Lightning Experience

Salesforce Classic

In the Salesforce Classic, you can enable Notes in the Setup > Build > Customize > Notes > Notes Settings:

Enable Notes in Salesforce Classic

Notes in CL Contracts

Salesforce Classic: Notes and Attachments

To access Notes in the Salesforce Classic,

In a loan contract, on the CL Contract page, click Notes and Attachments.
To add a note, click New Note.
To attach a file to this contract, click Attach File.
Notes and Attachments in CL Contracts

Lightning Experience: Notes

The contract page of Q2 Loan Servicing does not support Notes.

As a workaround, you can override the Q2 Loan Servicing CL Contract page by using the Salesforce standard layout or by using your custom page.