customertrax 1. Handle CRM 1.0

 Notes are an easy way to capture quick information that not intended to be action based or scheduled for a certain time.


You can also use notes to capture an internal conversation or approvals between different departments.



  1. ‘Owners’ – Whomever is an owner of the note will be able to make modifications to it and it will display on their home screen (left side) so long as the note is active.
  2. ‘Notifications’ – Useful in the case of communicating back and forth with team members and capturing that in the customer’s account. Each user notified will receive email updates regardless if they are an owner or not.
  3. ‘Status’ – As long as the note is active it can be edited by the owners and will display on their home page priority list. Once it is marked complete, it will no longer be editable and saved in the customer’s account.
  4. ‘Linking’ – All notes can be configured to link to other activity, i.e. A specific contact related to the notes/conversation, or a Sales Call or Opportunity.