How do I Reply, Edit or Delete a CRM+ Note?

  Overview

In this article you will learn how to reply, edit or delete a CRM+ Note. See What is RecDesk CRM+?

  Navigate to the entity where the Note was added and click  Notes, or click on the link from a CRM+ email notification

Replying to a CRM+ Note

1. Click on the Reply button below the Note (any RecDesk User can Reply to any note as long as they can add/edit notes);
2. Type your reply in the box;
3. To send an email notification to another user, simply type @ followed by the user's first name. The user's full name will pop up for you to select. Once selected, that user's id will show after the @ (ie @jsmith). See Notes * in Notes here;
4. Click Save.

Editing a CRM+ Note

1. Click on the Edit button below the Note (you are only able to Edit a note if you added the note);
2. Modify your note;
3. Click Save.

See ** in Notes here;

 Deleting a CRM+ Note

1. Click on the Delete button below the Note or the Reply (you are only able to Delete a note if you added the note);
2. Click YES to confirm that you are sure you want to delete this note;
3. Click Save.

  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.

** Email notifications will NOT be sent out when a note is edited. Therefore, if you wish to send an email notification, it's best to reply to a note with the @mention in the reply.