Notes

The Notes tab allows you to document important information and interactions related to a client. You can easily view, create, edit, and delete notes to keep track of your communications and follow-up actions. This helps ensure a clear and organized record of all client-related activities.

1. View Notes

Order of Notes

• Notes are displayed in reverse chronological order, with the latest notes shown at the top.

• Notes are grouped by month to help you navigate easily.

Expand or Collapse

• Notes are collapsed by default to keep the view clean.

• Click an individual note to expand and view details.

• To expand or collapse all notes at once, use the “Expand All” or “Collapse All” options in the dropdown menu.

Search Notes

• Use the search bar to quickly find specific notes by typing keywords from the note content.

2. Create Notes

To create a new note:

1. Click "Create Note".

2. Alternatively, use the shortcut icon on the client overview panel.

   
3. Tag the note by selecting the "Email" or "Call" icons to indicate the communication channel used. Tip: Tagging notes helps you quickly identify the communication channel for efficient follow-up. Enter your note content in the text box.

4. Attach any relevant files using the "Attach" icon (optional).

5. Click "Confirm" to save the note.

6. You can also create a note quickly from the Leads main menu by using the "Create Note" shortcut.

   

3. Edit Notes

Only the creator of the note or the CRM owner can edit notes.

To edit a note:

1. Locate the note you want to edit.

2. Click the "..." button and select "Edit".

   
3. Make the necessary changes.

4. Click "Save" to confirm.

   

Note: If you are not the creator of the note or the CRM owner, the "Edit" button will not be visible, and you will be unable to edit the note.

4. Delete Notes

• By default, only the creator can delete their notes.

• With permission, other users may also delete notes.

• To delete, click the "Delete" icon on the note, then confirm.

• Deletion is permanent and cannot be undone.

By default, only the creator of the note or the CRM owner can delete notes.

If you want other users to be able to delete notes created by others, assign them the “Delete Notes” permission. For more details, refer to: Role Management

To delete a note:

1. Locate the note you want to delete.

2. Click the “...” button and select "Delete".

   
3. A confirmation pop-up will appear. Click "Confirm" to proceed.

4. Once confirmed, the note will be permanently deleted and cannot be recovered.