Notes/Activities Management
Notes/Activities - Documentation

  Notes / Activities tab
Use the "Notes & Activities" tab to see your Notes in details.
It allows you to build a customized classification of your Notes/Activities.
Notes and activites tab




Explanations:
Explanations of Notes and activities tab




To see the list of Notes of one Category, just click on the Category from the left panel.
The list of Sub-Categories and Notes are then listed in the right panel.
List of sub-categories




You can add new Categories or modify existing ones using the left panel, as shown here



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