Notes Section

Notes Section

Is Zoho going to be making any updates to the Notes section any time soon? We want to be able to pull notes into our reporting/analytics. We also want to be able to add custom fields into notes section and tag additional contacts/accounts.  I know that we can solve this problem by creating a custom module but the current notes section has a better look and field and already connects top things so well it would make more sense if that section could be modified/enhanced.

Any updates coming up? Or anyone have any ideas on how to best solve this problem?


      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________