Taking notes

Audience:

person

•

Version: 10.5

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• 1 minute to read

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In SuperOffice CRM, you can attach notes to a company, contact, sale, project, or selection. These notes can be used to store any kind of information and are searchable via Free-text search.

Create a note

1. Go to the required company, contact, sale, project, or selection.

2. Select the Note tab and click in the upper-right corner of the card.

3. Enter the required information in the note.

4. Click Save.

A dot on the Note tab indicates that a note has been added.

Delete a note

To delete a note, simply delete all the text in the box. The dot will disappear from the Note tab.