Shortcut to Add notes and attachments

You need to navigate to the Notes tab each time you need to add a note. Also the shortcut to add a quick note in CRM does not show up the note form that allows to fill in all details including subject and attachment in one go. If you want to add all information to the note it would involve atleast a couple or more of clicks to get all done.

You can add convenient shortcuts to add notes without having to navigate to the Notes tab and save a few clicks.

• add a note : locAddObjTo(5); This will open up the new note form


• attach a file : locAddFileTo(5); This will bring up the attach file form.