Notes Overview
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.
Using Notes
