Teal CRM Version: v1.0


Inside of Teal allows the option to write notes and attach documents to any module record.

Viewing List of Notes


The Notes page shows you a list of all notes within Teal CRM.



You have the ability to check multiple notes at once to perform a mass update, a Subject column displaying the title of the note, the Account name in which the note is associated with, the Contact whom this note is related to, the Date Created on when this note was produced, and an Actions column.

In the Actions column you have the ability to edit the task record by clicking on the blue pencil icon  or deleting the record by clicking on the blue "X" icon .


Viewing List of Notes

 

To view more information about a note, simply click on the name of the note that's displayed in blue.



You will then be brought in to the note record page where you can view more information about the note such as who the note is assigned to, when the note was created by which individual user, along with a more detailed description in the middle pane, and which Account the note is assigned to with the Contact name that's associated with that account.