Notes/Activities Management
Notes/Activities - Documentation

  Notes / Activities tab
Use the "Notes & Activities" tab to see your Notes in details.
It allows you to build a customized classification of your Notes/Activities.
Notes and activites tab

Explanations of Notes and activities tab

To see the list of Notes of one Category, just click on the Category from the left panel.
The list of Sub-Categories and Notes are then listed in the right panel.
List of sub-categories

You can add new Categories or modify existing ones using the left panel, as shown here

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