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Support Portal   >   Forum   >   Tips & HowTos   >   Notes - We all take notes, but do you know how easy it is to save those Notes in EBSuite?
#1   Wed Aug 13 15:28:33 EST 2008
Phil Baldwin
Notes - We all take notes, but do you know how easy it is to save those Notes in EBSuite?

Notes come in all forms: sales discount rates, model numbers and specs, commonly quoted phases for emails, web site URLs to keep and share, personal information about a contact.

  • Keep general Notes in the Note Center and tag them so all notes of type are together
  • Keep notes specific to a Contact or Organization with that record - now you can do a key word search to find the record

We have a Video to show you how to keep your notes:

Click here to see a short video

If you have questions, we would like to help: Questions to support@ebsuite.com or visit www.EBSuite.com for information.

 




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