The notes register makes possible to add, edit and delete comments or notes related to records of the following CRM entities: Suspects, Customers, Prospects, Contacts, Competitors, Sales Representatives, Opportunities, Proposals, Orders, Suppliers, Partners, Products, Price Table, Sales Process, Business Unit, Sales Team, Campaign and Events.
The annotation is comprised by title, content and allows to attach files.
Procedures
- In Related Features, click Notes.
- In the upper menu it is possible to Filter, Query, Search, Print and Configure.
- The lower menu shows five options: Edit, Add, View, Exit and Related Features.
- When viewing a registered note, shown information are: Note Code, User Code that created a note, User Name, Note Modification Date, Note Inclusion Date, Title, Content and Attachments.
Visão Geral
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Conteúdo das Ferramentas
Tarefas