- Add a reminder to a specific date
- Mark it as "Sticky", which will prioritize it over other notes
- Shared or not with other users
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).
Please note that all unshared notes are visible by all administrators, just not by the other managers.
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