Notes and Messages

Notes can be used to log user-defined activities against a customer, document, employee, inventory item or a user-defined item. Examples of using this include: logging phone calls, conversations, instructions, agreements, concerns and or general information.

Messages can be sent to one or multiple employees, and like Tasks, Notes and Emails, be smart-linked to key relevant records. Reminder notifications can be set for a received message or the author can create a reminder for all recipients.