Using Notebook with Zoho Connect

Using Notebook with Zoho Connect

Notebook serves as the primary note taking app for all Zoho Connect users. You can create notes within Connect, associate notes to your posts and do much more with this integration. Let us see in detail on how to Notebook inside Zoho Connect helps you to take and organise your notes.

Before you begin

Here are a few things to know before you use Notebook in Connect.
  • Notebook is enabled by default to all organisations using Connect.
  • Notebook will automatically sign in using the signed in Zoho Connect account through Single Sign-On.
  • The organisation or network admin in Zoho Connect has the permissions to enable and disable Notebook to their users.

Enable/Disable Notebook in Zoho Connect

Ask your network/organisation administrator to follow these steps to enable/disable Notebook for your network/organisation.
  1. Sign in to Zoho Connect.
  2. Click the plug icon from the top-right part of the page.

  3. Click Manage under the new page.
  4. Click Approve/Restrict to allow or disable the use of Notebook.
  5. The changes will be automatically applied to all members within the network.

Notebook in Connect

Click Notebook icon from the right panel in Zoho Connect web app to view all your notes created in Notebook. You can then,
  • Create, edit and delete notes.
  • Search through your notes.
  • Post a note as a status in Zoho Connect.
  • Copy a note’s content to Clipboard.
  • Secure a note.
  • Open a note in Notebook web app.

Post a note as status

To post a note as a status in Zoho Connect, follow these steps.
  1. Click more action placed on the top right of a note preview.
  2. Click ‘Post as Status’.
  3. Select the destination and click 'Share’.

Associate a note to a post in a feed

You can associate an existing note or create a new note and associate it to a connect post/status. To do so, follow the below steps.
  1. Scroll to the post which needs to be associated to a note.
  2. Click ’Take Note’ placed on the bottom of that post/status.

  3. Create a new note by clicking any of the four create note icons placed at the bottom.

Associate a note to a forum/task

To associate a note to a forum or task, follow these steps.
  1. Choose the forum or task you need to associate to a note.
  2. Click ‘More’ action placed to the right of the title.
  3. Click ’Take Notes’.
  4. Create a new note by clicking any of the four create note icons placed at the bottom.
Related Articles

Getting Started
Create notes
Associated notes

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • Related Articles

                                                                                                      • Notebook and Zoho Flow integration

                                                                                                        Connect your thoughts and favorite apps together with Notebook and Zoho Flow integration. Automate any tasks to keep doing what you do best. Create new notebooks for projects in Asana, record new events in Calendly to Notebook, create tasks in ...
                                                                                                      • Notebook and Zapier integration

                                                                                                        Connect your favorite apps together with Notebook and Zapier integration. If you use Zapier to get things done then use Notebook and Zapier integration to allow data to flow from your favorite apps without any hassle. Before you begin Only registered ...
                                                                                                      • Notebook and IFTTT integration

                                                                                                        Get things done faster with the Notebook and IFTTT  integration. Connect various applets or build your own to get things done quicker. Notebook and IFTTT integration allows you to connect your favorite apps together to make data transfer between them ...
                                                                                                      • Using Notebook in Slack

                                                                                                        Let your thoughts bring your team together with Notebook for Slack. Share your notes with your peers in Slack and save any message as a note in Notebook. Watch this video to get a preview of Notebook for Slack. Notebook for Slack helps you to save ...
                                                                                                      • Notebook for Business

                                                                                                        Notebook for Business is extensively crafted for Business users and their use cases. With this plan, you get: 1 TB storage up to 10 users Notebook Business gives you an enormous 1 TB storage plan for all your notes which is applicable for up to 10 ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources