Take Notes Bring It into Action- How it happens in Apptivo?

Meeting time my boss calls me, picked my notepad and pen running behind my boss. As  meeting started myself acted fast to hear and write down the points on customer issues. This is what we generally do in a meeting, where we discuss and make it as a point to work and give solution to our customers.Notes an important tool to to receive and retain information.You should also be an efficient note taker.

Apptivo Notes

Good notes helps you to  us to view all information of a particular customer, facilitate to manage all updates and allows other employee to know about that customer in his absence. In business notes are informative tool. Apptivo provides notes in all the application. It helps you to view, Edit, delete or credit all the notes. Notes in Apptivo provides you with a brief record of the customer.

Customer Notes

Manage all the customer information by choosing preference in the left navigational bar.Enable the notes option. Once enabled it helps you to view notes in all the other Apps application. Type the notes, view customer details in a click while communicating to the customer. It allows you to add even a small piece of information related to the particular customer.

Employee Notes

It makes HR process easy, where they can store all employee information in the employee App. Employee notes menu  not only allows you  view but also allows you to filter the notes made by a particular employee.HR who has access permission can edit or make modification in the employee note.Its simple and easy to record the work details of each employee even while communicating with them.

Export Notes

Export all your notes as bulk from the customer App. You can view the report on typing customer name with start date and end date. Also click on the export button to export all the notes into CSV format.

Notes has been integral part of documentation as it helps to record all important information.