With Notebook extension for Zoho CRM, you can experience rich features including multi-way accessibility of notes, the ability to collaborate with other users, and a curated view for managing your notes using the CRM Board.
In this article you will learn,
How to install Zoho Notebook extension in Zoho CRM
How to navigate and use Zoho Notebook in Zoho CRM
How to install Zoho Notebook extension in Zoho CRM
To Install Zoho Notebook extension:
Navigate to Marketplace > All.
Search for Zoho Notebook for Zoho CRM and click on it.
Click Install.
Verify your details and then click Install.
Under the General section, select the profiles, and users you want the extension to be shared with or given access to.
Agree to the terms of use.
Click Save Changes.
How to navigate and use Zoho Notebook in Zoho CRM
You can create, view, and edit notes from within two sections in the Zoho CRM. Both these sections can be seen in the top bar of your CRM account. Accessing notes inside CRM are divided into the mentioned two sections based on the note functionalities available in them. The below flowchart will guide you on how to navigate through Notebook inside CRM.
Custom Button
Inside every lead, contact, deal, and account, you will be able to find 'Write Note' button on top right.
Click on 'Write Note' to create a text card.
If you need to create other types of notecards, click on the down arrow next to 'Write Note' button and start creating notes.
Notes that are created through custom button will be automatically associated to the entity(lead, contact, deal, account) under which they are created.
Note: Using custom button you can only create notes. In all the other three options (related lists, page view, and CRM noteboard), you can create, view, and perform other actions to notes.
Related List
Inside every lead, contact, deal, and account, Notebook is available under the related list.
To access Notebook:
On the left side of the page, click 'Related list'
Click 'Zoho Notebook'
You will be able to find Zoho Notebook at the bottom of the page
From here, you can create and perform note related activities.
To create notecards:
Click on the down arrow next to the 'Write' button
Choose the type of notecard you want to create
Start creating notes
To perform note related activities:
Click on the notecard, from the list, in which you want to perform the note related activity
In the displayed notecard, click on the three dots on the top right
Select the activity you want to perform
The list of note related activities is:
Open in Notebook : Open a notecard from CRM within Notebook
Delete : Delete the notecard
Visible to all : Make the notecard visible to everyone in your organization
Make it private : Make the notecard visible only to you
Private share : Share the notecard only to the person you intend to
Mail : Send the notecard as an email
Note activities : View all the activities performed in the notecard
Reminder : Set reminder to the notecard
Color : Choose and change the color of the notecard
Spell check : Check if the words are spelled correctly
My Notes
'My Notes' and 'My CRM Board' have a special page view under 'Zoho Notebook' option available on the top bar.
To access 'My Notes':
Go to 'Zoho Notebook' on the top bar
If unable to see 'Zoho Notebook', then click on the three dots on the top bar and choose 'Zoho Notebook'
You can view all the notes, including the notes created in the Notebook, under 'My Notes' section
To create notecards:
Choose the type of notecard you want to create from the top right corner and start writing
To perform note related activities outside note:
Hover the cursor on the three dots on top right corner of the notecard
Choose the activity that you need to perform from the list of activities
The list of note related activities is:
Open : Enlarge and view the notecard
Open in new tab : Open the notecard in a new tab in Notebook app
Associate : Associate the notecard to any number of leads, contacts, accounts, and deals
Select : Select the notecards and delete them at once
Info : View details about the notecard
Favorite : Mark the notecard as favorite
Lock : Make the notecard not readable by others
Copy to : Create a copy of the notecard
Move to : Move the notecard from current notebook to another notebook
Delete : Remove the notecard
To perform note related activities inside note:
Click on the notecard, from the list, in which you want to perform the note related activity
In the displayed notecard, click on the three dots on the top right
Select the note related activity you want to perform
The list of note related activities is:
Open in Notebook : Open a notecard from CRM within Notebook
Associate : Associate the notecard to any number of leads, contacts, accounts, and deals
Delete : Remove the notecard
Private share : Share the notecard only to the person you intend to
Mail : Send the notecard as an email
Versions : View previous versions of the notecard
Note activities : View all the activities performed in the notecard
Reminder : Set reminder to the notecard
Color : Choose and change the color of the notecard
Spell check : Check if the words are spelled correctly
My CRM Board
Noteboard, a kanban board solution, contains a cumulative list of filtered notecards. You can have as many lists as you need inside a Noteboard. Each list will have notecards cataloged according to the filter applied. To learn more about noteboards, click here.
Noteboard is an amazing feature when it comes to organizing. It's now integrated with Zoho CRM with an exclusive CRM Noteboard.
To access 'My CRM Board':
Go to 'Zoho Notebook' on the top bar
If unable to see 'Zoho Notebook', then click on the three dots on the top bar and choose 'Zoho Notebook'
Click 'My CRM Board' next to 'My Notes'
You can view the exclusive CRM noteboard, containing the notes categorized under the lists lead, contact, deal, and account within which they are created
Note : The lists can be rearranged by dragging them across.
To create notecards:
Click on the '+' icon at the top of the list
Choose the type of notecard you want to create and start writing
You can also search for notecards by clicking on the search icon next to '+' icon
To perform note related activities outside note:
Hover the cursor on the three dots on top right corner of the notecard
Choose the activity that you need to perform from the list of activities
The list of note related activities is:
Open : Enlarge and view the notecard
Open in new tab : Open the notecard in a new tab in Notebook app
Info : View details about the notecard
Favorite : Mark the notecard as favorite
Lock : Make the notecard not readable by others
Copy to : Create a copy of the notecard
Move to : Move the notecard from current notebook to another notebook
Delete : Remove the notecard
To perform note related activities inside note:
Click on the notecard, from the list, in which you want to perform the note related activity
In the displayed notecard, click on the three dots on the top right
Select the note related activity you want to perform
The list of note related activities is:
Open in Notebook : Open a notecard from CRM within Notebook
Associate : Associate the notecard to any number of leads, contacts, accounts, and deals
Delete : Remove the notecard
Private share : Share the notecard only to the person you intend to
Mail : Send the notecard as an email
Versions : View previous versions of the notecard
Note activities : View all the activities performed in the notecard
Reminder : Set reminder to the notecard
Color : Choose and change the color of the notecard
Spell check : Check if the words are spelled correctly
Uninstall the extension:
Navigate to Marketplace > All.
Click Installed.
Click Zoho Notebook for Zoho CRM.
Click Uninstall.
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