- In the text area of sidebar, one could add comments to the current email.
- Click top bar to view all email notes related to the contact
- One could view the latest related email notes (linked by contact).
- Click the email note to see note detail and all related comments.
- Click email subject line to the jump to the corresponding email.
- One could add comments to related email directly.
- Use '@' to relate the note and comment to the team member. Team names are clickable.
- One could also see all LATEST notes of team members (requires permission set up).
- Click team member's note to view the note detail.
- One could also directly view and add comments to team member's notes. The comments are going to be visible in the sidebar of team member.
- To hide the team section of sidebar, one could set up preferences in the CRM.
- To hide the sidebar completely, simply logout Simple Mobile CRM.
