- Add a reminder to a specific date
- Mark it as "Sticky"
- Shared or not
Adding a Note to a customerGo to customer's details
In the Note section click on the "Add" button
You can now write a Note (1), make it sticky (2), shared by managers or remain personal (3) and be recalled on a specific date (4).
When the Note is finished, click on "Save" button (5).
If you have added a reminder date to your note, you will be notified on the day of this reminder.
If you have marked the note as priority, a red border on the left (1) will be displayed along with the "sticky" label (2).
If you want to delete a Note, open it and click on the red icon (1)
A popup prompts you to confirm the deletion
Your note is then deleted correctly