Notes Overview

1 byte added, 19:31, 17 June 2019
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'''Notes '''are a built-in feature into SmartSimple's platform, available in every [[instance]], that enables users to annotate records with comments and instructions. 
::: [[Image:NoteExample.png|link=|550px650px]] 
'''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]] can even add notes to individual [[Custom 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   * 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==