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Smart Notes

Home > Other Add-ons > Smart Notes > Smart Notes

Smart Notes

Smart Notes is the function to attach popup notes to contact based on conditions like the one below.



 These 'Smart Notes' will automatically open when the contact matches a pre-set conditions. These conditions can be anything ranging from "Is there an open opportunity" to "Has the contact expired"



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Article ID:
smart_notes_conditional
Views: 142
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 12:31 PM
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