Access all Notes Associated to Accounts Without an Extra Click
Little things matter a lot. We believe that a tiny change in the UI or a small enhancement in a feature can go a long way in making things easier for you at some level.
One such case is that of the Notes associated to an account and the associated contacts & potentials. Now, when you click open a record in the Accounts module, all the notes created for the account as well as those created for the associated potentials and contacts will be listed.
If you frequently work with notes, you won't have to always make an extra click to see all the notes. This way, accessing all the associated notes is one step easier. If you want to see only the notes for the account, just choose Account Only from the drop down list.
Do let us know your feedback on this. We'll be glad to address your concerns to give you a better experience with Zoho CRM.
- Pavitra J.
One such case is that of the Notes associated to an account and the associated contacts & potentials. Now, when you click open a record in the Accounts module, all the notes created for the account as well as those created for the associated potentials and contacts will be listed.
If you frequently work with notes, you won't have to always make an extra click to see all the notes. This way, accessing all the associated notes is one step easier. If you want to see only the notes for the account, just choose Account Only from the drop down list.
Do let us know your feedback on this. We'll be glad to address your concerns to give you a better experience with Zoho CRM.
- Pavitra J.