Notes - How to add Notes to a contact record
Using the Notes section in your CRM account to record a note against a contact is a useful area to record information which can be seen at a glance by user...
Thu, 26 Nov, 2020 at 2:18 AM
About History History is where all Email, Phone and SMS communication is stored automatically inside a contacts record. History enables you to ...
Thu, 26 Nov, 2020 at 2:19 AM
No the format of the Notes section is a fixed format - if you copy and paste over text from another source it will revert to the standard format size wise o...
Thu, 26 Nov, 2020 at 2:19 AM