Teal CRM Version: v1.0
The Notes Overview page allows you to review and edit notes for an account within Teal.
Accessing Notes
To view existing notes within Teal, click on the Notes menu link within the navigation bar.
From there you will see a list of all the existing notes that you have inside of Teal.
Click on a note title that's listed in blue. You will then be brought into the Notes Overview page that will have additional details regarding the note on left side of the page, a more detailed description in the middle pane, and which Account and Contact that is associated with that note in the right-hand pane.
Notes Overview Pane
In the left-hand side of the Notes Overview page, you can view the details of the note such as which user that the note is assigned to, and when the note was created along with the username that created it.
Description Pane
In the middle of the page you will find a Description box that will give more details about the note along with any attachments that were provided along with it during the creation.
Related Info Pane
On the right side of the page you will find a related information box that will display which Account that this note is associated with along with the Contact name that is related to the Account in which the note is in reference to.
