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Access CRM data offline via Vtiger 360
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What are Sticky Notes
Learn the importance of a sticky note and how to create it in Vtiger CRM.
R
Ruba
17 Aug, 2020 - Updated
1 year ago
Table of Contents
Introduction
A sticky note is a highlighted comment on the Summary View of a record. When there are multiple comments on a record and you want to highlight a particular comment to capture users’ attention, you can display it as a sticky note.
Here are some use cases:
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Where are sticky notes displayed
Sticky notes appear on the Summary View of a record, on top of the Activity section. You can use the upward and downward arrows to view the complete note.
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Feature Availability
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Using Sticky Notes
1. Creating a sticky note
Hover over a comment in the Activity section and click the Sticky Note icon. This creates a sticky note that is displayed above the Activity section of a record’s summary view.
Note: Sticky notes can be created in any module that allows you to add comments. |
2.Removing a sticky note
There are two ways of removing a sticky note from the Summary View of a record.
- By clicking Sticky Note icon on the sticky note
- By clicking Sticky Note icon on the regular comment
Limitations
- Only one sticky note can be displayed on a record.
- A sticky note cannot display file attachments.
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