Download Zoho CRM User

ZOHO CRM USER MANUAL
November
29, 2007
Warning: Deleting files is a destructive operation, hence use this option judiciously.
To delete attachments
1. In any of the record details view, under Attachments section click Del link.
2. In the Confirmation dialog, click OK to delete the note permanently.
Associating Notes with Records
In Zoho CRM, you can associate notes to the records by specifying the required details in a note.
List of Standard Note Fields
In the Note: Edit form, you need to specify the note-related information. The following table
provides descriptions of the various fields in the form.
Field Name
Title*
Body
Description
Specify the subject of the note. This is a
mandatory field.
Specify details about the note.
Data Type
Text box, alphanumeric
(50)
Text Area (32 KB)
To create notes
1. In any of the record details view, click the New Note button.
2. In the Note: < > page, specify the note-related information.
Note: Title is a mandatory field. Refer to the List of Standard
Note-related Fields section for more details.
3.
4. Click Save.
Deleting Notes
Occasionally, you may need to remove the unnecessary notes from the Zoho CRM system for a
better user experience. You may consider removing notes that are not useful for future reference.
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