2026-Q3: [CRM] NOTES PAGE - TYPE AND SUB-TYPE

A new functionality is added to the notes section of a customer account. It allows for an operator to define a note type and sub-type. This addition gives the flexibilty for notes to be searchable.

To make use of this feature:

1. Define note type and sub-type at Settings > Miscellaneous > Note Types (fig.1)

Fig 1: Note Types and Sub-Types

2. On a customer account add a note (fig.2)

Fig 2: Add Note

3. When a note is created the type and sub-type is visible on the customer page (fig.3).

Fig 3: Last 5 Notes - Types and Sub-Types visibility

4. Search for notes at Customers > Customer Notes.

Fig 4: Customer Notes Search Page

Published Date: 30 July 2026

Published by: AS

Engineer: AP

Operator: SCC

Contact Azotel Support:

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

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