Description

Write, organize and @-mention other teammates in your CRM internal notes

Brainvire has created another helpful SuiteCRM add-on to assist sales representatives and their daily team communication. Internal Note helps to display different user notes in a single, convenient place organized per SuiteCRM record.

Benefits of Internal Note add-on

• Send full notes as email notification to any user
• Display important user notes in one place, helping prioritize high-level decisions for management
• Easily manage the sales cycle conversion from lead to won opportunity
• Email notification gets triggered at very important events, helping users take important next steps for modules like cases, opportunities, etc.
• Using ‘@’ mention other user in your internal notes.
• Also if user need to mention any of his assign records that module using ‘#’ mention other records.

How it Works

Admin setting is provided for managing notes within any module, using screen below:

Users can add notes at the record’s Detail View page. See example below:

Users can edit, reply, and delete notes by clicking on the appropriate icon. They can also send an email notification to any user with the ‘@’ symbol to @-mention another teammate, as shown below:

Users can send full notes section history in an email.