Introduction #
In CentrixOne CRM, you can add notes to a contact card, an account card, a task, and an opportunity. Where you leave a note depends on your purpose for that note.
A note left in a custom field of a contact or account card can be quickly consulted. On the other hand, it is only accessible via the contact card and is not associated with a task or an opportunity.
You can also create a Notes-type task. These notes are accessible via the Tasks section of a contact card and via the Tasks module (to display them in the Tasks module, you need to filter specifically on Notes-type tasks). When you create another type of task (email, phone, task (“to-do”) or meeting), you can also leave notes in the Comments section of this task.
A task created in a contact card will be accessible via the contact card and via the associated account card (if applicable). On the other hand, a task created in an account card will only be accessible via the account card.
You can also add a note to an opportunity. This way, when you open the opportunity, you quickly get an overview of all the notes associated with it. Even if a note is added via an opportunity, it is visible via the client card’s Tasks section.
