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

#3026 - Internal Note to Standard Note

Closed Feature created by info106 3 years ago

Is there a way to have the Internal Note also sent to the regular Notes in Suite CRM? Also, when the Internal Note is sent via email is there a way to customize the message that is sent in the mail?

  1. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    3 years ago

    Is there a way to have the Internal Note also sent to the regular Notes in Suite CRM? - we are not getting your question.

    when the Internal Note is sent via email is there a way to customize the message that is sent in the mail? - we need to work on additional customization for this.

    let me know your availability so we discuss more on this and provide the solution to you.

    my skype id is : montu.brainvire

    • info106 member avatar

      info106

      3 years ago

      Thank you. No Skype but I would like to discuss.

    • BrainvireInfotech member avatar

      Brainvire Infotech Pvt. Ltd Provider Affiliate

      3 years ago

      let me know your availability so i will send you the meeting link either gotomeeting or zoom.

  2. info106 member avatar

    info106

    3 years ago

    It can be done now or anytime in the next 3 hours. Please send zoom link. Thank you.

    • BrainvireInfotech member avatar

      Brainvire Infotech Pvt. Ltd Provider Affiliate

      3 years ago

      Join Zoom Meeting https://us04web.zoom.us/j/6284460902?pwd=NnkwVkdQajJOTnJORTUxQk90Nkx0UT09

      Meeting ID: 628 446 0902 Passcode: 1KidFi

  3. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    3 years ago

    You can join the above link. i am waiting for the call.

  4. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    3 years ago

    montu.pepavanshi@brainvire.com

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating