There are two ways to create notes: for all fields (in the Default Field Rule section) or just specific fields (in the ‘Actions’ section for the specific field rule configured). You will need to set it up for Leads, Contacts and Accounts in their respective merge rules. Likewise, you can add the fields to your audit report by setting up a field rule and checking the audit box under ‘Actions’.

For more information on how to configure field specific rules for notes or audit, please visit our Merge Automation Rules help page.