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.
Admin Guide
Configuration
You can enable internal note feature in all the CRM modules.
we have given admin settings to enable or disable this feature. Drag and drop to enable or disable any module.
Notes can be sorted in Ascending and Descending order based on Date Created of notes.
1. Newest first - Notes which is added most recently will be displayed first.
2. Oldest first - Notes which was added first that will be displayed first.
We have given notification settings to send Email and desktop notification based on certain events.
1.Enable notification - This setting is used to enable and disable email / desktop notification for this plugin
2.Notify To User Of the Record - This setting sends email / desktop notification to assigned user of CRM record.
3.Notify To User That added Note Has Replied - This setting sends email / desktop notification to user who add note and the user who reply for it.
4.Notify To User who is Mentioned in Note- This setting sends email / desktop notification to user who is mentioned in the note with symbol '@'
Enable "Receive Notifications" in settings to get email and desktop alerts for assigned and mentioned user notifications.
Saving Comment...
