Cloud operating system for your business

Every customer has a history. Use notes to keep track of conversations and set reminders for yourself to follow up with your customer. When note is created,...

Use notes to track any kind of interactions or information flow. Navigate to customer list at omniCustomers \ Customers. Navigate to users list at omniCu...

Navigate to customer list and open customer to manage notes at omniCustomers \ Customers and select View next to the customer your want to manage. Select No...

You can setup when note notification is fired with a note using workflow notification and delay settings. We use notes to track customer or user interac...

By default customer and user notes are private and will not be shared with users or customers. If you want a message to be sent to a customer or user wi...

If you are using message as a template for a customer note, you can set it to automatically update when message content is updated. Only notes that have...

You can use customer notes to manage tasks that are time bound, have reminders, must be completed and can appear on a resource calendar. To setup notes ...

You can configure customer and user notes to be send to an email or phone number that is configured in a workflow. For example, for a booking, if resour...