The Internal Note add-on for SuiteCRM helps you easily communicate with teammates in an organized way, without having to switch tabs to a different messaging program. Write daily, internal-only notes and keep everyone updated in one convenient place that is also related to the CRM record.
Introduction
This plugin helps to display different user perceptive notes at one place for each records with eye catching UI.
Benefits
- Display important user notes at one place which helps to take important wise higher level decisions by management team members
- We can send full notes as email or desktop notification to any user
- Sales cycle conversion from lead to won opportunity will be easy to manage.
- Email notification gets triggered at very important events which helps users to take important step for modules like cases, opportunities, etc.
- Using @ mention other user in your internal notes.
- Also if user need to mention any of his assign records that module using # mention other records.
1. User can add notes from below section
2. User can edit and update existing note from below section
3. User can reply to any existing note from below section.
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4. Use can upload image and document as given below:
5. Users can also get desktop notification alerts.
6. Users can also get email notification alerts for both assigned user and mentioned user.
A). Assigned User
B). Mentioned User
7. Users can set the sorting order of internal notes from newest to oldest or oldest to newest based on their preference.
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