How to create Notes in SuiteCRM

Configuration Of Notes Module on SuiteCRM

To create a new note for specific user Go to “ All “ option, where click on “ Notes“

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 With this,Creation of Notes in SuiteCRM comes to end.