Users can add multiple notes to a record and these can be tagged with particular words or marked as a key item to make them easier to locate at a later date or by another CRM user.
Step 1: Select Add Tag
To add a tag to a note, click on the 'Add Tag' button once you've opened the Activity window.
Step 2: Enter Tags
Simply enter the word or phrase you want to use to help other users locate this note more easily, and press enter on your keyboard to save it. Multiple tags can be added to the same activity if required.
Step 3: Mark as Key Item
Once you've posted the note, you can then mark it as a key entry by clicking on the star icon.
Step 4: Filter by Key Items Only
You can then filter your view of all the Activity notes by using the filter icon (four lines). Clicking on 'Show key items only' will show all entries where the star icon has been selected. Any tags which you've added will also show up and can be filtered by clicking on them.
You can also use the magnifying glass to search for words or phrases used within individual notepads.