To create a new page select the create page button on the Notebook home screen, this will bring the Page Creation form onto your screen. See the completed example below.
Contact | The person/business you want this page to relate to. |
Subject | what it relates to and the dropdown is decided at CRM Settings level, or you can simply tick the custom subject box and free type a subject as I’ve done here. |
Description | Free type box that will be on display in the main body of the page. You can also embed hyperlinks in this box. |
Status | Choice of Open / In Progress / Closed. |
Private Page | Check this box if you want the page to remain private between the creator and assigned personnel. |
Assign To | is where you assign the page to a user. There are hyperlinks to assign the page to yourself or to create/maintain groups. |
Once you’re happy with the page, hit submit. You can then find your page in the assigned pages list (if you assigned it to yourself or a group where you are a participant), your created pages list or on the main pages list.
You can then click on the arrow mark (blue) under the Pages ID against each page, this will take you to the page, and the screen will look like the one below.
Each page is then your anchor for creating/deleting notes and tasks to the page to manage the details you're adding to workers and businesses effectively.