How do I Add a CRM+ Note

  Overview

CRM+ Notes can be added to any/all entities with the CRM+ capability. See What is RecDesk CRM+?

  Navigate to the entity to which the Document will be uploaded. Then click  Notes

Uploading a CRM+ Document

1. Type your note in the textbox indicated by Write a note...;
2. If you'd like to send an email notification to another RecDesk User, type @ followed by the user's fist name, then click on the user's name when it pops up. See Tips and Notes here;
3. Select an Activity from the drop down (if an @mention email is sent, this Activity name will be in the subject line of the email sent);

  Tips:

You can @mention multiple users in one note (ie @jsmith @jdoe Have either of you spoken to this customer?).

  Notes:

The email will contain a link to the Note from which the @mention was sent so you can go directly to the entity to which the note refers.