Notes, notes and more notes. You write them down all the time, file them away to be
forgotten. Now you can stick them to the contact on the screen.
Smart Notes solves that problem!
1) Add Sticky Notes at any
time to any record.
2) Auto 'Smart' Notes based
on conditions such as 'Contract Expires in 30 days".
Smart Note Options
You can type any text or field to be displayed on a smart note.
You may want a smart note to open when the contacts
'Agreement expiration date' field is in the past:
Chris Huffman agreement expired on 07/10/2012