Tip #44: Organizing your Notes in Zoho CRM

Tip #44: Organizing your Notes in Zoho CRM

Hello folks, 

It's time for this week's tip and today, let's look at how you can organize your notes for records in Zoho CRM based on your preferences. 


Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status. 

However, each person may prefer to read them differently. While some might prefer to have the most recent notes in the end so they read the list of activities in the order in which they took place, others might prefer to have the most recent notes first, so they can choose to skip the initial notes and just refer to the most recent ones on the top.  

You can sort the order of notes anytime based on your preferences. 


Did you know that you could even attach documents and other files to individual notes for reference? Say for example, if the customer has shared a legal/privacy document that has to be followed by everyone handling his/her account, the same can be specified as a note with the document attached. 


We hope you found this tip useful. If you think you missed out on any of our previous weeks' tips, you can read them  here . 





      • Sticky Posts

      • CRM Hack #2: Automate sending of birthday greetings to your customers.

          Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

      • Zoho CRM Community Digest - September 2023

        Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVP

      • Tip #35 - On using Kanban View in Zoho CRM

        Hi folks,  It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here.  Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter

      • Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!

        A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with

      • Zoho User Group (ZUG) In-person Meetups - UK region

        Hello everyone! 

We are delighted to inform you that registration is now open for the UK Meetups taking place in May. Join us for an engaging day of learning, networking, and sharing. During this meetup, we will be exploring the nuances of customizing