Working with Notes
This guide walks you through creating a new note and opening its detail page in Blank CRM.Prerequisites
- You have access to the Notes module in your CRM dashboard
1
Open the Notes module
Navigate to Dashboard > Notes. The page will load and display your existing notes.
2
Open the new note form
Click the New Note button. A dialog will appear where you can enter your note’s details.
3
Enter a title
In the Title field, type a descriptive name for your note.
4
Enter the note content
In the text area, type the body of your note.
5
Save the note
Click the Save button. A confirmation message will briefly appear on screen to confirm the note was created successfully.
6
Open a note's detail page
From the Notes list, click any row in the table to open that note’s detail page. The URL will update to reflect the selected note.
The Title field is required. Make sure to fill it in before clicking Save, or the form may not submit successfully.