MethodCRM Basics: Adding a Custom Internal Notes Tracker
Автор: Anthony Striglia
Загружено: 2026-01-12
Просмотров: 15
Описание:
In this video, I walk through how to add a custom notes table to any internal document. The notes are timestamped, and marked with the user who created them. They are also unable to be deleted! For more help with screen and function modifications or other workflows or automation, do not hesitate to contact us!
MethodCRM Basics is a short-form video series focused on practical, real-world tasks in MethodCRM. Each video covers a single topic, shows how to do it step by step, and highlights the development power of Method.
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