Taking notes

In SuperOffice CRM, you can attach notes to a company, contact, sale, project, or selection. These notes can be used to store any kind of information and are searchable via Free-text search.

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Create a note

1. Go to the required company, contact, sale, project, or selection.
2. Select the Note tab and click in the upper-right corner of the card.
3. Enter the required information in the note.
4. Click Save.

A dot on the Note tab indicates that a note has been added.

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Delete a note

To delete a note, simply delete all the text in the box. The dot will disappear from the Note tab.