by Brainvire Infotech Pvt. Ltd

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.

Free 30 day trial
Try it Now

Write, organize, and @-mention other teammates in your CRM internal notes.

Brainvire has created another helpful SuiteCRM add-on to assist sales representatives and their daily team communication. Internal Note helps to display different user notes in a single, convenient place organized per SuiteCRM record.

Benefits of Internal Note add-on.

  • Send full notes as email notification to any user
  • Display important user notes in one place, helping prioritize high-level decisions for management
  • Easily manage the sales cycle conversion from lead to won opportunity
  • Email notification and desktop notification get triggered at very important events, helping users take important next steps for modules like cases, opportunities, etc.
  • Using '@' mention another user in your internal notes.
  • Also if user need to mention any of his assigned records that module using '#' mention other records.
  • Works on Default and Custom module both.

How it Works.

A). Admin setting is provided for managing notes within any module, using screen below:
B). Users can set the sorting order of internal notes from newest to oldest or oldest to newest based on their preference.

FireShot Capture 159 - SuiteCRM - localhost.png

1. Notification Settings: Enable "Receive Notifications" in settings to get email and desktop alerts for assigned and mentioned user notifications.

Internal Note Notfication Settings.png

A). Get Desktop Notification

Internal Note Notification Settings 4.png

B). Get Desktop Notification- both for the assigned user and mentioned user

Internal Note Assigned User.png

Internal Note Mentioned User.png

2. Users can add notes at the record’s Detail View page. See example below:

notes1.png

3. Users can edit, reply, and delete notes by clicking on the appropriate icon. They can also send an email notification to any user with the '@' symbol to @-mention another teammate, as shown below:

notes2.png

notes4.png

4. Users can send full notes section history in an email.

full_history1.png

full_history2.png

View Pricing
* Free 30 day trial
Rating
  • "hello, can i turn on note content notifications for a group" - ddvquy

    Read More Reviews