Changes

Jump to: navigation, search

Notes Overview

152 bytes added, 17 June
no edit summary
{{Banner-UnderConstruction}}
==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.
2,299
edits

Navigation menu