Adding notes

The user can add notes in the following modules:

  • contacts (companies and contact people),
  • projects,
  • candidates,
  • coworkers,
  • HR profiles,
  • dash.

Example 1.

Contacts notes 800x547 - Notes

Example 2.

Projects notes 800x544 - Notes

Example 3.

Candidates notes 800x553 - Notes

Example 4.

Coworkers notes 800x546 - Notes

Example 5.

HR profile notes 800x552 - Notes
Add note button in the Notes tab.

The note consists of:

  • title – obligatory field,
  • description – obligatory field,
  • note priority,
  • attachment(s) – Add files button,
  • link to contact person for companies.

Notes view

    Displayed information for an added note:

  • title,
  • avatar and name of the author,
  • date of creation,
  • note priority,
  • star icon which allows you to mark a note as favourite,
  • description,
  • attachments, if uploaded,
  • Add comments button and a list of previously added.
  • Example 1.

    Notes view 800x553 - Notes

    Example 2.

    Notes add comments 800x552 - Notes

    Example 3.

    The notes are ordered from the newest to oldest. The 10 most recent notes are displayed. Further notes can be loaded by clicking on the More button. You can filter the list of notes
    by:

    • date of creation,
    • author,
    • related contact person (in case of companies).

    Notes can be edited and deleted by their creator. Other users can comment on visible content.

    Example 1.

    List of notes 800x554 - Notes

    Example 2.

    Notes and contacts 800x558 - Notes
    Show more - Notes

    Adding comments to a note

    The user can comment on any note. Adding a comment is triggered by the Add comment button. Once at least one comment has been added, the add field is visible.

    New comment 800x550 - Notes

    There is content displayed for the added comment:

    • the author’s avatar
    • the date and time of adding a comment.

    The comment can be also edited and deleted

    Comments settings 800x541 - Notes

    You can decide whether you want to display the comments of the notes or the description of the notes themselves (Show comments button).

    Quick notes

    A Quick note is the electronic equivalent of post-it notes. The Quick note widget is available from the sidebar. Notes can be grouped in general lists and those associated with existing records (e.g. a specific project, contact, invoice). By default, a folder with general notes is displayed, except when the user visits the record for which the note has been added (then the folder of a given record is displayed).

    Step 1.

    Quick notes 800x546 - Notes

    Step 2.

    Quick notes settings 800x543 - Notes

    Step 3.

    New note description 800x546 - Notes

    Dash notes

    The desktop contains a text editor for personal notes of the logged-in user. The description completed in the editor is automatically saved and remains in the editor until it is deleted by the user (by deleting the entered text and/or overwriting it with a new description).

    Dash saved note 800x553 - Notes

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