Web Based CRM

CRM Notes

All the notes information are managed under the notes section of Jim Maurer's CRM.

Add New CRM Note

Jim Maurer's CRM records a note for three parent types only i.e., case, opportunity or task. Hence a note can be added to either case or opportunity and they can be viewed. To add a note users should,

  1. Click on the "Add note" link on the sub navigation bar placed below the main navigation bar.
  2. The add note form is displayed.
  3. Fill up add note form being displayed and submit it.
  4. A form with the option to upload file is displayed.
  5. Any file to be added as a reference to the note can be selected here.
  6. Submit the form to complete the add CRM notes process.
  7. The notification is displayed.
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Edit/Delete CRM Note

Administrators can edit/delete any crm note where as general users can edit/delete notes assigned to them only. To edit/delete a note users should,

  1. Click on the parent type (cases, opportunities or tasks) link on the main navigation bar whose note is to be edited or deleted.
  2. The pages with the parent type (cases, opportunities or tasks) listing is displayed which is sorted alphabetically in order of parent type name.
  3. The list can be filtered with the help of search.
  4. Users should select the particular name of the parent type (cases, opportunities or tasks) whose note is to be edited or deleted.
  5. Click on the "View notes" link placed below the detail of the parent type.
  6. The pages with the notes listing is displayed which is sorted alphabetically in order of note subject.
  7. Users should select the particular note to edit/delete with the help of radio button displayed along with the record.
  8. Edit or Delete button should be pressed as required.
  9. The note is deleted after the confirmation from the user.
  10. For edit, an edit form is displayed where users can change any information required.
  11. The form should be submitted by clicking on Edit button.
  12. The notification is displayed.
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View CRM Note Details

Administrators can view any note where as general users can view notes assigned to them only. To view an note users should,

  1. Click on the parent type (cases, opportunities or tasks) link on the main navigation bar whose note is to be viewed.
  2. The pages with the parent type (cases, opportunities or tasks) listing is displayed which is sorted alphabetically in order of parent type name.
  3. The list can be filtered with the help of search.
  4. Users should select the particular name of the parent type (cases, opportunities or tasks) whose note is to be viewed.
  5. Click on the "View notes" link placed below the detail of the parent type.
  6. The pages with the CRM notes listing is displayed which is sorted alphabetically in order of note subject.
  7. Users should select the particular note to view by clicking on the link on note's name.
  8. The note detail is displayed.

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