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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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