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



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 streamline-icon-conversation-text_20x20__1_.png 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.


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.

** 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.

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