Notes Activity of Apptivo can be used to manage the Notes relevant to your business brilliantly. Apptivo allows you to view your Notes in List View and Table View. The advantage of the table view is that you can view the Notes will the desired value. Table view also enables you to perform a single action to multiple records at a time. This feature provides a neatly organized Notes page.
Jay is a Sales Manager. One of his associates Thomson has quit from his position. He wants to view the Notes added by him and reassign it to another Employee. However, he wants only the specific information. He simply switches to Table View in the Notes Activity and views the records with the required attribute values. Once the Notes have been customized, he performs bulk updates to Multiple Notes at a time and changes the associate.
Enabling the Table View
- By default, the table view is enabled for the Notes activity. This feature is available in both the Business Settings and Preferences page of the User Menu.
Table View from the Preferences Page
- Go to Preferences → Collaboration → Notes from the User Menu. Expand the Notes activity.
- You can see the Table View is enabled by default.
Table View from the Business Settings Page
- Navigate to Business Settings → General → Collaboration →Notes from the User Menu. Expand the Notes activity.
- You can see the Table View is enabled by default.
Table View in the Notes Activity
- Navigate to the Notes Activity page. The Notes will be organized in the List View. Click on Table View from the top right to switch to the table view.
- Once the table view is enabled, you can also export multiple Notes using Bulk Actions.
Note: If you want your Notes to be available only in the Table View, you can disable the List View from the Business Settings or Preferences page.
