2024-2Q: [CRM] Customer Notes Page / Dashboard

A new 'Customer Notes' page / Dashboard has been added to SIMPLer that allows users to filter and view all notes that have been added, together, in one place.

You are able to filter the notes by:

• Last Update From Date:

• Last Update To Date:

• Last Update: (Today / Yesterday)

To make use of this feature:

    1. Go to Customers > Customer Notes:

Useful link/s: 

https://sites.google.com/a/azotel.com/wiki/2017-2q-simpler-enhancements-to-last-5-notes

https://sites.google.com/a/azotel.com/wiki/2019-3q-simpler-mass-note

Published Date: 25 April 2024

Engineer: AP

Contact Azotel Support:

Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.