Optimise Zoho CRM by Tailoring Note Display to Your Preferences

Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status.

However, each person may prefer to read them differently. While some might prefer to have the most recent notes in the end so they read the list of activities in the order in which they took place, others might prefer to have the most recent notes first, so they can choose to skip the initial notes and just refer to the most recent ones on the top.

Organize your notes in Zoho CRM

Contact A1CRM:

Phone Australia: 1300437540
Phone New Zealand: 099742774
Email us: [email protected]
Visit: https://a1crm.net/

Learn more – https://www.zoho.com/crm/resources/tips/organizing-notes.html

Share This

Leave a Reply

Your email address will not be published.

Fill out this field
Fill out this field
Please enter a valid email address.