Difference between revisions of "Notes Overview"
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* Contact and company [[profile]]s | * Contact and company [[profile]]s | ||
* Calendar events | * Calendar events | ||
| + | * [[SmartFolders]] | ||
* and more... | * and more... | ||
Revision as of 12:50, 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
- SmartFolders
- 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.
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.
Workflows can be configured that notify users by email that a new note has been created. These workflow-generated emails can contain variables, including the text in the body of the note. See Pulling Variables in Notes Workflow for more information.
