Difference between revisions of "Notes Overview"

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(Created page with 'Notes are a feature, built into SmartSimple's platform, that enable users to annotate records with comments and instructions. Notes can be added to: * UTA records * Contact a…')
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Revision as of 07:42, 12 August 2013

Notes are a feature, built into SmartSimple's platform, that enable users to annotate records with comments and instructions. Notes can be added to:

  • UTA records
  • Contact and company profiles
  • Calendar events
  • and more...

System administrators can even add notes to individual custom fields, templates and statuses in order to document processes and maintain a change log.

Notes