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Notes Overview

152 bytes added, 19:31, 17 June 2019

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==Overview==

'''Notes '''are a built-in feature into SmartSimple's platform, available in every [[instance]], that enables users to annotate records with comments and instructions. 

Notes are a feature, built into SmartSimple's platform, that enable users to annotate records with comments and instructions[[Image:NoteExample.png|link=|550px]]

[[Image:NoteExample.png|link=|750px]]

<br />

Notes can be added to:

* [[UTA]] records* Contact and company [[profile]]s* Calendar events* [[SmartFolders]]* [[Invoice UTA|Invoices]]* [[Transactions]]* and more...'''Benefits of Notes: '''

* They can be added to the following: [[UTA]] records, Contact and company [[profile|profiles]], calendar events, [[SmartFolders]], [[Invoice UTA|Invoices]], [[Transactions]] and more * [[Global User Administrator|System administrators Administrators]] can even add notes to individual [[custom fieldsCustom Fields]], templates , and [[Status|statuses ]] in order to document processes and maintain a change log.* System Administrators can create different types of Notes and set [[User role|role]]-based permissions for editing and viewing each specific Note type - see [[Notes Permissions]] for additional information

System administrators can create different types of Notes and set role-based permissions for editing and viewing each specific Note type. See [[Notes Permissions]] for additional information.

Note types can be created that have sets of pre-populated text for selection by the end user. See [[Notes Options]] for additional information.

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Emmy Fu

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