Zoho CRM Sticky Notes

Sticky Notes in Zoho CRM

Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are available in all Editions of Zoho CRM.

Create a Sticky Note

  1. Click the Sticky Note icon on the footer of your Zoho CRM screen.
      
  2. Click the Create New Sticky Note button.
      
  3. Type your note.

    The note is saved automatically.

Format a Note

Once you have created a note, you can format the text using the following options.

  • Bold
  • Italics
  • Underline
  • Strikethrough
  • Bulleted list
  • Change backround color

You also have options to Minimize the note and delete the note.

Note

  • You can create up to 20 sticky notes.
  • Maximum characters allowed per note is 2000.
  • Sticky notes in Zoho CRM are not associated to any module or records.

Associate Email Reminders

Once you have created a note, you can associate email reminders to the note. A notification about the note will be sent to your email address at the scheduled time.

To set an email reminder

  1. Click on the email reminder icon on the note.
  2. Specify the date and time.
  3. Click Save .

    An email notification will be sent to you at the specified time.
    You will also see a notification in CRM about the note near the Sticky Notes icon.



    • Related Articles

    • IPT Connect with Zoho CRM (IP Telecom) - Admin and User

      IPT Connect with Zoho When you integrate your hosted PBX with your Zoho CRM, you can use the IPT Connect app to avail of the benefits of Zoho Phonebridge. With Zoho Phonebridge, you can manage incoming and outgoing calls. It also reminds you about ...

    • Event & Contact Sync between Office365 & Zoho CRM

      Connect your Meetings & Contacts between Zoho CRM and Microsoft Office 365.  in Office a new calender's is created called Zoho CRM, which you'll need to overlay in your Outlook. Events DO NOT sync to your personal calendar. The same applies to ...

    • Updating a Zoho CRM Subform (Accounts) from another Module (Deals)

      Updating a Zoho CRM Subform This script (courtesy of Zoho) will update existing records in a subform in one module (Accounts) from another Module (Deals). To create a cross-moduel subform entry (at creation for example), please see here ... ...

    • Re-assigning your email address to the correct Zoho CRM instance

      Option 1: Deletes all Zoho services connected to your email address   1. Log into accounts.zoho.com (or accounts.zoho.eu depending on which server you're using) with your email address. 2. Click Preferences and select Close Account. This closes your ...

    • Zoho CRM for Outlook Add-In keeps disabling

      Why does this happen?  - Microsoft has some security measures in place to prevent slow add-ins from running inside Outlook. The issue is however that in many cases add-ins without fault are mistakenly marked as slow and disabled by Outlook, and if ...