Blog

Getting Start Guide Notes in Social CRM

What is Notes in Social CRM

Notes helps to take quick notes while chatting / during a call with a subscriber. You can take notes about a customer problems / requirements or any thing and save against each subscriber.  Possible to Attach Media Files

Creating Note

Note can be created only against a subscriber so to create a note Go to Social CRM -> Subscribers -> Select Subscriber -> Notes (Tab) as shown below

crm-notes

On Clicking “Notes” an on screen popup will open as shown below

You can Add Media Files and do the text formatting as shown below;

crm-note-saving

Leave a Reply


Your email address will not be published. Required fields are marked *

Related Posts


June 6, 2019

Adding Widget Into WordPress

Adding Widget Into WordPress In this guide we will show how can add Picky Assist Chat Widget into a WordPress site in less than 5 minute. Watch Video Login into your WordPress Admin Account From the sidebar menu locate “Appearance” menu and click on it and from sub menu select “Editor” Editor may prompt for

May 29, 2019

Step By Step Getting Start Guide

Step By Step Getting Start Guide This guide will help you to get started with picky assist services , before getting start you must install and configure the picky assist bridge mobile app correctly in your mobile phone where the whatsapp, sms and call automation is required. You can refer following links , if you