|Please note that this page is currently under construction. There is more information to come.|
Notes are a feature, built into SmartSimple's platform, that enable users to annotate records with comments and instructions.
- 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.
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.
Notes are date- and time-stamped and also stamped with the username of the user that created them.
The Notes tab will include a count of the notes attached, and this will change in real time as notes are added and deleted.
In order to print a list of all Notes attached to an object, click on the "Expand" button to see a list of all the notes, then click "Print Preview."
The expanded list of Notes can also be filtered by Note type.
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