The Notes tab is like the Comments activity attached to Events, Tasks and Calls
- Open an existing Event/Task/Call record.
- Open the Notes tab, click in the editor box at the top of the screen. Then it will change to display the full editor.
- To mention another user click the Mention button on the Editor or hold shift + @ then select the User
Click the Save button. Note will move to the notes list under the editor.
Overview
Content Tools