Notes - Word of the day #76

Notes - Word of the day #76



Notes are the digital equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to customers, which you may need later.

In Zoho CRM, you can associate notes to the records by specifying the required details. [You can create notes only if you have the permission.]

Here's the knowledge-base article on working with Notes.

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