How do I Enable Notes in Contacts App?

Updated on August 6, 2017 08:22PM by Admin

In Apptivo CRM, you can associate notes to the contact records. However, you are allowed to create notes only if you have the necessary permission for Notes. You can also perform the following activities
  • Import Notes
  • Export Notes
  • Delete Notes
Here we look at steps to enable Notes in the Contacts App.


Steps to enable Notes in Contacts App:
  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on "More" icon and select “Settings” located at app header bar.
    settings contacts
  3. Select “Notes” under “Collaboration” drop down from the left navigation panel.
    notes contacts
  4. The Notes overview page will be displayed as above.
  5. Here, by toggling, you can enable or disable the Notes.
  6. The changes made, will be auto-updated.
  7. For instance, the “Enable Notes” is toggled Off.
    enable notes
  8. Now, the Notes tab will not be shown in the overview page of the Contact.
    notes overview