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  • 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 sidebar of team member.
  • To hide the team section of sidebar, one could set up  preferences in the CRM.
  • To hide the side bar completely, simply logout Simple Mobile CRM.