By setting a note as 'Urgent', it'll automatically appear as either a banner or pop-up - making it super easy for all users to see straight away. To start setting urgent notes, you will first need to enable this configuration option.
- CRM Administrator user
- Configure urgent notes first
Step 1: Adding Urgent Notes
To add an urgent note, simply click on 'Add your Reply here...' within the Activity feed.
Step 2: Add Text & Post as Urgent
Type out your note, and once happy with how it appears, click on the drop-down arrow next to the 'Post' button and select 'Post as Urgent'.
Step 3: Set Expiry Date
By clicking 'Post as Urgent', you'll be asked to set an Expiry Date. If you've already set a Default Urgency Period when configuring your urgent notes, this will default to that system default setting. Once happy, click the 'Post' button.
Step 4: View your Urgent Note
You'll notice that the note you marked as 'Urgent' will appear either in a banner at the top of the CRM record, or in a pop-up when it's opened. Again, this will depend on how your urgent notes have been configured earlier on.
Step 5: Removing Urgent Notes
To remove an urgent note before its expiry, simply click on the urgent note icon for the required note. By clicking on this icon, the note will be converted from an urgent note to a standard note within the Activity feed.