Create notes as a simple memo or todo

With the notes function, you can create simple memos or todos for yourself or other staff members at organisations. To create a note, go to the desired organisation - either select it from the list under organisations or search for it using the search function - and then switch to the detailed view by clicking on the name.

If this is the first note for this address, click on the Actions button and select Note / Create Todo.

If you have already created notes for the address, you can also click on + New note / Todo in the detailed view of the address.

The input mask for entering the note appears in the detail view. Enter the desired information and assign the employee who is to receive this todo and then click on Save.