How to use the Notes Section in MeasureSquare CRM
In this article we explain how to use the Notes section in MeasureSquare CRM
This article applies to CRM version 1.38 and above
In the Notes Tab [1] of a Project you can leave messages that can have attachments in the project for reference and communications. You can tag other members in messages using the '@' symbol [2], and when someone is tagged they will also get a corresponding email sent to them.
Additionally you are able to Pin notes by selecting the Pin Icon when hovering over a comment, which will move them to a Pinned section at the top of the Notes Tab to be better visible to other team members.
This article applies to CRM version 1.38 and above
In the Notes Tab [1] of a Project you can leave messages that can have attachments in the project for reference and communications. You can tag other members in messages using the '@' symbol [2], and when someone is tagged they will also get a corresponding email sent to them.
Additionally you are able to Pin notes by selecting the Pin Icon when hovering over a comment, which will move them to a Pinned section at the top of the Notes Tab to be better visible to other team members.
For any further questions, please reach out to our Support team
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com
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