A considerable amount of communication takes place with your business relations. For that reason, InformerOnline offers the ability to add notes at the relation level.
This allows you to centrally manage important notes, making them accessible to all authorized users.
Create a note
To add a note to a contact, follow the steps below:
Navigate to Relations in the left-hand menu;
Open an existing relation or create one by clicking New;
Open the tab Actions and click New note;
Fill in the note;
Save to add the note;
Notes are visible in the same tab Actions.