Quick Notes:
You can quickly add notes to a Contact or
a Consultant or a Requirement or a Company. This
is a very useful feature, but rarely used in other applications
like MS Outlook, etc., because you have to go through
cumbersome steps and waits. In cBizOne, with the
combination of Live Search and Auto Save Notes, this is
easy to use and it is quick.
- Select the folder using Folder
List.
- Select the desired item from the List
View. For example, John Doe in Contacts.
You can quickly search for a Contact using Search
Bar.
- All the existing notes, if any, for that item is
displayed.
- To add notes, click on Date Stamp Button.
It will
create an entry with User ID with date stamp.
- Enter your notes for the item. Notes will
be saved automatically.
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