Here you can add a date range for when a Note was created.

Add in your date range and then click "Apply".

Here you can add a date range for when a Note is expiring/has expired.

Add in your date range and click "Apply".

Click "Only show my notes" to show Notes created by you and assigned to you.

Click the "i" icon to show content associated to that Note.

Click "Close" to go back to the My Notes database.

You can also click on the title itself to view the content relating to that Note,

To edit or add a new "My Notes", you will need to navigate to the CRM Dashboard.

Click on the pencil icon to edit an existing Note.

Click "Save Post" to save the Note, which will then be pulled through to the "My Notes" database/report.

CRM - My Notes