Sticky Notes
Create a sticky note
To create a sticky note
- Click the Sticky Note icon on the footer of your Zoho CRM screen.
- Click the Create New Sticky Note button.
-
Type your note.
The note is saved automatically.
Format a note
Once you have created a note, you can format the text using the following options.
- Bold
- Italics
- Underline
- Strikethrough
- Bulleted list
- Numbered list
- Font Size (Small, Normal, Large, Huge)
- Change Background Color
- Font Color
- Font Background Color
You also have options to Minimize the note and delete the note.
- You can create up to 20 sticky notes.
- Maximum characters allowed per note is 2000.
- Sticky notes in Zoho CRM are not associated to any module or record.
Associate email reminders to a note
Once you have created a note, you can associate email reminders to the note. A notification about the note will be sent to your email address at the scheduled time.
To set an email reminder
- Click on the email reminder icon on the note.
- Specify the date and time.
- Click Save.
An email notification will be sent to you at the specified time.
You will also see a notification in CRM about the note near the Sticky Notes icon.
Access your files securely from anywhere
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