In Zoho CRM, you can associate notes to the records by specifying the required details. You can create notes only if you have the Create permission for Notes.
To create notes
There may be occasions when you would like to acquire Notes from external sources or other CRM applications. In Zoho CRM you can easily import notes from external sources.
To import notes
This feature allows you to export the notes from Zoho CRM in CSV format. You can export a maximum of 3000 notes at a time.
To export notes
Occasionally, you may need to remove the unnecessary notes from Zoho CRM for a better user experience. You may consider removing notes that are not useful for future reference.
To delete notes
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