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CRM Category for Quick Remarks

Updated on December 15, 2022

CRM Settings / General Settings / CRM Settings / Quick Remark / CRM Category for Quick Remarks

 

Here, you define the CRM Category that will be used for the Quick Remark creation. (Figure 1)

 

Figure 1

 

From here, you create the Quick Remark. (Figure 2)

 

Figure 2

 

Figure 3

 

The label is set in CRM Category. (Figure 4 & 5)

 

Figure 4

 

Figure 5

 

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