Private Notes

How to download Private Notes
In order to download privtae notes as PDFs please navigate to My Workspace >> Notes >> Actions (gear icon) >> Export Step 1 ...
Thu, 20 Feb, 2020 at 1:44 PM
How to search notes about someone
Please navigate to My Workspace >> Notes >> Search (name) and you will find the notes Step 1 Step 2
Thu, 20 Feb, 2020 at 1:45 PM
What is the point of Private Notes? How can I use them to my advantage?
Private Notes are like sticky notes. You can use them to make small quick notes about people, tasks, points etc. You can always revisit these notes at a lat...
Thu, 5 Jan, 2017 at 12:39 PM
Where can I see all the Private Notes I have made?
Navigate to My Workspace> Notes
Fri, 19 Jul, 2019 at 12:37 PM