We’re thrilled to introduce a fantastic new feature that enhances the way you manage notes across your CRM system! This unified Notes component is designed to bring consistency, clarity, and improved collaboration to your team. Let’s dive into what this means for you and your business.
📌 Why This Matters
Having an organized and accessible note-taking system is essential for small businesses. It allows you to maintain clear communication, keep track of important details, and collaborate effectively across various teams. With this new feature, you can expect a smoother workflow and better management of customer interactions.
✨ What’s New
- Shared Appointment Notes: Appointment notes are now seamlessly shared across all modules, appearing automatically in the related Contact, Opportunity, and Conversation sections.
- Granular Filters: You can now filter notes based on their source, whether they were created by a User, through Workflows, or via API.
- Real-Time Syncing: All notes are synced in real-time, ensuring that updates are reflected everywhere across the system.
🛠️ How to Use It
- Step 1: Add an internal note to any Appointment.
- Step 2: Watch as the note automatically appears in all related tabs tied to that contact.
- Step 3: Utilize the filter option to sort notes by their source: User-created, Workflow-generated, or API-generated.
- Step 4: Enjoy complete visibility as all notes are instantly synced!
💡 Pro Tip
Remember, notes added in appointments will sync to the associated contact, but those created directly in the contact will not sync back to the appointment, so keep that in mind when taking notes!
