CRM Notes

The Notes section of CRM allows you to store your thoughts, snippets, logs, to-do lists or just anything you'd like. You can assign notes to a project so that only certain notes are available to members of a certain project.

By clicking on a note, you can view it in it's entirety. Users with the Note Manager user role can edit/add/delete notes of any user/project. Users with the Note Project Role can only add/edit their own notes for a specific project.

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