Notes

Notes is a very useful part of JBA. Notes will store: call, recap, visit, report, sales progress from a conversation and/or any relevant detail about an account or contact attached to the items where they are relevant. With this Notes function storing information becomes easy, knowing all the notes are in the CRM ready for the employees to use read them. In the latest release Notes has the option store private e.g. for personal use only.

An example of a Notes listview.

notes listview

 

An example of a Notes detail view

notes detailview

 

An example of Notes at an Account.

notes tab accounts


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