Smart Notes

Smart Notes replaces the standard note entry tabs in Dolibarr ERP & CRM with an advanced timestamped notes interface. This module allows you to better organize and track your information thanks to a precise chronological recording of notes, facilitating the management of exchanges and actions at each stage of the sales process.

Main features:

Time-stamped entry: Record your notes with the date and time to track the evolution of exchanges precisely.

Multi-element management: Add timestamped notes on:

Third parties (customers, prospects, suppliers)

Sales proposals

Customer invoices

Customer orders

Chronological tracking: Quickly access the complete history of each element with notes sorted in chronological order.

Improved interface: Simplify the addition and consultation of notes with a fluid and intuitive interface.

Easier collaboration: Share notes within your team to maintain clear and consistent communication.

Benefits:

Better visibility: Keep a clear record of all important interactions and decisions.

Proactive management: Facilitate the follow-up of actions by directly linking notes to business documents.

Save time: Quickly access relevant information thanks to chronological organization.

Increased productivity: Ensure effective collaboration thanks to shared and centralized notes.

With SmartNotes, structure your exchanges, improve the monitoring of your business relationships and collaborate more effectively on a daily basis.

Demo Of Module "Smart Notes"

demo / demo