Availability

Permissions Required: Only users with the "Create" permission for notes can perform this action.

1. Click the [Module] tab.
   
2. In the [Module] Home page, select the record.
   
3. In the [Module] Details page, the existing note details, if any, are displayed.
   
4. Enter the note content in the text box.
   Every note has a Note Type. A note can be a call, a meeting, or simply just a note.
5. Click the Attach File link if you want to upload files to the note.
   You can attach up to five files in a note and the total size of the files should not exceed 20 MB.
6. Click Save.
   

Note:

Every note that you associate with a record will be counted as one more record in Zoho Workerly. So it will contribute towards the total number of records.
For example, you have a total of 1000 records in your account and every record has a note associated with it - then the total number of records in your account will be 2000.

Import Notes

Note:

Before importing the notes, you should have already imported the Clients and Contacts related to the notes.

1. Go to Setup > Data Administration > Migrate from another ATS.
   
2. Select Notes from the list.
   
3. In the Migrate Notes page drop-down, do the following:
   
1. Browse and select the note to be imported. Click Save and then click Next.
   Note, that only CSV files can be imported. 
2. Once the module has been mapped, the next step is Field Mapping.
   
3. Map all the Unmapped Fields, if any, and click Save and Next.
   Note that all mandatory fields must be mapped.
4. Review the Migration status and click Start Migration.
   
4. Data migration process will then start. A notification will sent to your email address once the process is complete.
   

Note:

1. The file size should not exceed 50 MB.
   
2. In the CSV file, the details in the first row will be treated as the field names.
   
3. By default, under Advanced Options, the Date and Time values selected are yyyy-mm-dd and hh:mm:ss format respectively. You can change the format but make sure that the selected format is used in the import file. In case of any differences, the default format will be used.
   

Export Notes

1. Go to Setup > Data Administration > Export Data.
   
2. Select the Module, select the list view, and then check the Notes check box.
   
3. Click Export.
   A download link to receive all the data will be sent to your email address.

Delete Notes

Note:

1. You can delete notes only if you have the Delete permission for Notes.
   
2. The deleted notes are temporarily stored in Zoho Workerly's Recycle Bin.
   
3. If you delete the notes from the Recycle Bin, you cannot restore them.

1. Click the [Module] tab.
   
2. In the [Module] Home page, select the record.
   
3. In the [Module] Details page, under Notes section, click the relevant Delete link.
   
4. In the Confirmation dialog box, click Yes to delete the note.