# Note Details Screen
[](http://wiki.lalco.la/uploads/images/gallery/2026-03/4f005548-c4a3-414a-8dcc-07c0924ca8aa.jpg)
## Overview
The **Note Details Screen** allows staff to create and save notes related to customers, contracts, and follow-ups. It helps track important interactions and maintain proper records.
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# Access Path
Home→ Add Note
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# Note Details Form
## Overview
Provides input fields to create a new note linked to a customer and contract.
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# Header Section
### Page Title
**Note Details**
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### Description
Add your note details
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### Book Icon 📖
- Represents note/document management
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# Input Fields
### 1. Customer Name
Search by name, phone, or loan ID
- Search and select a customer
- Supports:
- Customer name
- Phone number
- Loan ID
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### 2. Contract Number
Search contract number
- Dropdown or searchable field
- Links note to a specific contract
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### 3. Subject
Note subject or title
- Short title describing the note
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### 4. Date
Mar 19, 2026
- Default is current date
- May be editable
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### 5. Note Details
Enter your note here...
- Main content of the note
- Used for:
- Call summaries
- Customer updates
- Follow-up actions
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# Action Button
### Save Button
- Label: **Save**
- Function:
- Stores the note
- Links it to selected customer and contract
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# How to Use
### Create a Note
1. Open **Note Details**
2. Search and select a **Customer**
3. Select **Contract Number**
4. Enter a **Subject**
5. Verify or update the **Date**
6. Enter detailed information in **Note Details**
7. Tap **Save**
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# Validation Rules (Recommended)
- Customer selection is **required**
- Contract number is **required**
- Subject should not be empty
- Note details must contain meaningful content
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# Success State
Note saved successfully
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# Error States
Please fill all required fields
Failed to save note. Try again
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💡 **Tip:**
Use notes immediately after calls or customer visits to ensure **accurate tracking and better follow-up management**.