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
- Type your note in the textbox indicated by Write a note...;
- 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;
- 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);
You can @mention multiple users in one note (ie @jsmith @jdoe Have either of you spoken to this customer?).
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.