--- schema_version: "1" id: 6a933d7f8da2c7958c8257ba5561ffdbf67cd0b4aab0237226da220c853153ad title: Create and Edit Notes (Support Staff) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_user_notes.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_user_notes.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: fff9505b54b4898de5b9dfffe4c2673565b83f0e51bb6ca62ea30d4d8cc848c1 description: Learn how to access, create, and format notes related to a student Case in Student Success Hub. products: - Nonprofit - Education release: "264" --- # Create and Edit Notes (Support Staff) Learn how to access, create, and format notes related to a student Case in Student Success Hub. - **[Access Your Notes](https://help.salesforce.com/s/articleView?id=sfdo.ssh_user_notes.htm&release=264.0.0&type=5)** At different points in your workflow, you'll want to jot down a Note about a student. There are many ways to create Notes, which we'll get to in a moment. First, let's get familiar with where you can find your Notes in Student Success Hub. - **[Write a Note Related to a Student](https://help.salesforce.com/s/articleView?id=sfdo.ssh_user_notes.htm&release=264.0.0&type=5)** To write a Note related to a student, save time by starting the Note from the student record. - **[Format Your Notes](https://help.salesforce.com/s/articleView?id=sfdo.ssh_user_notes.htm&release=264.0.0&type=5)** Notes support rich text formatting, so you can emphasize important details with bold or italic text. You can include bulleted lists and numbered lists, and even inline images. - **[Edit Your Notes](https://help.salesforce.com/s/articleView?id=sfdo.ssh_user_notes.htm&release=264.0.0&type=5)** Only you or a Student Success Hub administrator can edit a Note that you created. Click into any Notes view and edit the Note text and details as needed. Remember to save your changes if they're not automatically saved. - **[Delete a Note](https://help.salesforce.com/s/articleView?id=sfdo.ssh_user_notes.htm&release=264.0.0&type=5)** Only you or a Student Success Hub administrator can delete a Note that you created. ## Access Your Notes At different points in your workflow, you'll want to jot down a Note about a student. There are many ways to create Notes, which we'll get to in a moment. First, let's get familiar with where you can find your Notes in Student Success Hub. - Click the app navigation menu and select **Notes**. - Or, click **Notes** in the utility bar in the footer and then click the pop-out icon to open Notes in a browser window over the app. You can resize the window as desired, and close it when you're done. In the Notes tab or in the pop-out Notes window, use the list view menu to select a list of all of your Notes, or a subset. ![The Notes list view selector showing list view options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_user_notes_list_view_menu.png) - Finally, on a student record, go to the Notes tab to see a compact list view of your most recent Notes about the student. At the bottom of the Notes related list, click **View All** to open the list in its own subtab and see more details. ![Go to the Notes tab on the student record](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_user_notes_record_tab.png) ## Write a Note Related to a Student To write a Note related to a student, save time by starting the Note from the student record. 1. On a student record page, on the Notes tab, click **New**. In a higher ed Student Success Hub org, you can also click **New Note** in the Case highlights panel. 2. Write your note. The Note is automatically related to the student record Case. ![Start a Note from the student's Notes related list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/student_success_hub/images/ssh_user_notes_new_from_case.png) 3. Update other details and visibility settings as needed. 4. When you're finished, click **Done** to save the Note. You can also create a Note from the Notes list view or by opening Notes from the utility bar: Just click **New**. If you create a Note in either of these ways, you'll need to [manually relate the Note](https://help.salesforce.com/s/articleView?id=sfdo.ssh_user_notes_manage.htm&release=264.0.0&type=5 "Learn how to control the visibility of support notes, work with shared notes, and more in Student Success Hub.") to the student record. Make sure that you relate the Note to the student record _Case_, and not the student _Contact_ record. As long as the Note isn't marked as private, relating the Note to the student record Case makes it visible to other Users who have access to the Case. ## Format Your Notes Notes support rich text formatting, so you can emphasize important details with bold or italic text. You can include bulleted lists and numbered lists, and even inline images. ## Edit Your Notes Only you or a Student Success Hub administrator can edit a Note that you created. Click into any Notes view and edit the Note text and details as needed. Remember to save your changes if they're not automatically saved. If you've shared a Note with other Users, they can view the Note but they can't edit it. ## Delete a Note Only you or a Student Success Hub administrator can delete a Note that you created. 1. Open the Note in any view. 2. In most views, click **Delete**. If you're viewing the Note in the student record related list, click the action menu for the Note and select **Delete**. 3. Confirm the deletion.