Hi all,

We've recently integrated Zoho in to our work processes and so far so good, but I'm having one struggle. Basically, we leave notes on the client account at the organisation level, and the CRM natively has one notes module in the organisation view, but is there a way we can have a second?

The purpose behind this is that we have two business units leaving notes (customer support and sales) and we need to keep their notes seperate. We're a small business so Zoho Desk doesn't make sense for us, we just need an easy way for our customer service reps to leave a note after they receive a call/read an email (and see previous notes left easily). We looked at using the 'cases' module for this, but it's not as practical as the notes view where we can just scroll through past notes easily whilst talking to a customer.

Either way - is there a way we can create a second Notes module, exactly like the normal one you see here:

Thank you!