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.

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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 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.

  • User can add notes from below section;

notes1.png

notes2.png

  • User can edit and update existing note from below section

notes3.png

  • User can reply to any existing note from below section.

notes4.png.

  • Use can upload image and document as given below :

notes5.png

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Rating
  • "This notes module is def much better than SuiteCRM default version" - arvinkuldner

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