Taking notes

Audience:
person
•
Version: 10.3.9
• 1 minute to read
 • 1 minute to read

In SuperOffice CRM, you can attach individual notes to the current company, contact, sale, project, or selection.

Create a note

  1. Go to the required company, contact, sale, selection, or project.
  2. Select the Note tab and click Edit.
  3. Type in the required information on the note.
  4. Click Save.

A dot on the Note tab indicates that there is a note.

Delete a note

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