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CRM - Notes Extension

Notes help your team know their customers better, deliver a rich and cohesive customer experience. Add as many Notes as your organizational standards demand.

The Plugin

With this plugin, you can add internal profile notes of different types to the customer profiles. 
This is an extension plugin to CRM 'My Customers'
 
 
Customer profile 'Notes' help your team know their customers better, so they can deal with extra caution and deliver a rich, cohesive customer experience. Add as many notes as your organizational standards demand.

Features

  • Add as many notes as you want, for registered and the guest user profiles
  • Notes can be of the types; default, success, information, warning, and danger so that your users can prioritize handling based on the messages 

Install the Plugin

To install the plugin, navigate to the marketplace. Search for 'CRM notes extension' or enter a few letters in the search; all matching plugins display, and you can install the plugin. That's it! You now have the CRM Notes Extension plugin up and running.