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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#2992 - Internal Note Installation

Closed Installation created by info106 3 years ago

I followed the instructions to install and it shows up in the module but when you click on it is gives an error message "There is no action by that name:" Please advise.

  1. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    3 years ago

    For internal notes functionality you need to go into contact edit screen.

    If you need a demo then let me know.

    my skype id is : montu.brainvire

  2. info106 member avatar

    info106

    3 years ago

    Unfortunately that statement doesn't give me any clarity. Please make plain the explaination.

  3. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    3 years ago

    Please review the installation video in user guide section

    https://store.suitecrm.com/docs/internal-note/user-guide

    if you face any issues then lets have a call so we can help you on that.

  4. info106 member avatar

    info106

    3 years ago

    Thank you. It worked.

    Does this work with customer-portal?

  5. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    3 years ago

    Customer portal means ?

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