How to create Notes in SuiteCRM
Configuration Of Notes Module on SuiteCRM
To create a new note for specific user
Where Select create option if you don’t have the imported notes file
Click on the arrow symbol to select the contact
Select the contact which you have created already otherwise create the new contact
Click on the arrow symbol to select the account
Select the account which you have already created otherwise create the new account
Give subject name
Use attachment option if you want to attach any file
In note field type the content what you want to inform
Click on the arrow symbol to select the assignee
Then change the assignee to whom you want to
Then save the changes
Click here to view the attachment file
Click here to download the attachment
To check the note file as a Erick user
Login as a Erick then check the notes file
Click on the all option and select Notes
Click on the note file
Now you can view and download the attachment of the Notes file
To export the notes file select Bulk Action , where select the export
To import the note file select import notes option from the left side pane
Click on the browse option to select the .csv file
If you want to update the existing record select 2nd option otherwise use the first option and Select Next
To check the imported file properties click on the view and Select Next
Confirm the field mapping of the importing note file
Check for the possible duplicates
Select import
To delete the notes file select the file and click on Bulk Action where select delete option
To duplicate the notes file click on the note file, then click on the Action option and select the duplicate option