Create a quick note

With a quick note you capture a thought or a piece of information without leaving what you are currently doing. You can work on the note later at your leisure.

Steps

1. Click the quick note icon at the very bottom right. A small input window opens.
2. Type your text. If the window covers something important, drag it by its top left corner to another position.
3. Click the send icon.

The note gets the title that was shown at the top of the input window. You find it in the “Activities” workspace under the navigation filter “By type › Activities › Note”.

Note

A quick note is always private. Only you and people with full access can see it.

Tip

As long as you have not sent the note, you can close the window and open it again – the text is kept until you send it or log out.

Example: all quick notes with one click

1. In the “Activities” workspace, open the navigation filter “By type › Activities › Note”.
2. Click the filter icon at the top and set two filters: name = “Quick note” and creator = yourself.
3. Sort by “Creation date” in descending order.
4. Save the view via “+ Save as favorite” under the name “My quick notes”.

From now on you reach your quick notes directly through this favorite.

See also

• Create an activity – for a full activity with further details
• On the go: notes can also be sent from the Salesware app.