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All Categories Contacts & Companies Create notes and attach documents

Create notes and attach documents

On the page of each person, company or of offers or projects, you can add your notes and comments in the large text field on the left. Click in the note field and it opens with some more options. Here you now have the option of attaching files, notifying colleagues or marking the note as confidential, in addition to just adding a note. The last action mentioned can only be done by users with extended rights.

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