Urgent notes allow users or administrator users to set urgent and important notes on a CRM record. By setting a note as 'Urgent', the note automatically appears as either a banner on the CRM record or as a pop-up when the record is opened. To start setting urgent notes, you will first need to enable this configuration option.
Step 1: Navigate to the Settings Centre
Navigate to the Settings Centre by clicking on the cog icon in the bottom left-hand corner of the CRM. Please note: you will need CRM administrator rights in order to access the Settings Centre.
Once within the Settings Centre, search for 'Urgent Notes' in the search bar.
Step 2: Choose your Display Preference
You can either have your Urgent Notes displaying as a banner or as a pop-up (see examples of both of these display options below). Simply select your preferred display option.
Step 3: Choose Levels of Hierarchy
Once you have selected your display option, you can set the urgent note to display on all records within the hierarchy (Contacts, Leads, Problems etc.) or for them to only show at Division level.
Step 4: Choose Expiry Date
Usually an urgent note will have some kind of expiry and will become less important over time. As a result, you can set a default expiry of this urgent note. Your options include; No expiry, 1 Week, 1 Month, 3 Months and 1 Year. Simply choose your preferred default setting.
Step 5: Set Permissions
The final step in configuring your urgent notes is to determine whether all CRM users can set urgent notes or whether only CRM administrators can. Again, simply select your preferred option.
You're now ready to start setting Urgent Notes within your CRM! Unsure on how to set urgent notes? Take a look at our article right here.