Notes & Activities

Intro - Appointments and Reminders
Appointments and Reminders allows the users to track and record communication with the client, as well as configure times for appointments, and reminders of...
Wed, 28 Feb, 2018 at 1:47 PM
Notes and Activities
Wed, 25 Feb, 2015 at 9:23 AM
Notes & Reminders
Introduction to Notes Notes are a way of storing a variety of information that does not easily fit into other structured data ...
Wed, 20 Jul, 2016 at 1:06 PM
Removing Sticky Notes
Open the Contract details from the left side tree. Select Notes & Activities. Select the required note.  (only notes entered in this cont...
Mon, 26 Oct, 2015 at 9:18 AM