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.
#2992 - Internal Note Installation
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.
4 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
4 years ago
Unfortunately that statement doesn't give me any clarity. Please make plain the explaination.
4 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 years ago
Thank you. It worked.
Does this work with customer-portal?
4 years ago
Customer portal means ?