How to Use Notes in SuiteCRM | Activities - Notes Tutorial

Learn how to use Notes effectively to streamline your communication and improve record-keeping.

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Notes are a simple yet powerful tool for keeping track of important information in your CRM. In this tutorial, I'll guide you through how to create, edit, and manage Notes for your records, making it easier to stay organized and ensure everyone has the information they need.

Bastian Hammer

About Bastian Hammer

Bastian Hammer has over 20 years of experience in software development and integration, including 19+ years in e-commerce, 10+ years in CRM, and 5+ years in marketing automation.
He combines technical expertise with strong analytical and conceptual skills to design future-proof IT architectures.
As a project leader, he excels in clear communication, thorough analysis, and hands-on solutions, translating your requirements into efficient systems and digital processes.