{"id":1413,"date":"2020-10-23T01:02:37","date_gmt":"2020-10-23T06:02:37","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1413"},"modified":"2020-10-26T22:03:39","modified_gmt":"2020-10-27T03:03:39","slug":"05-03","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/05-03\/","title":{"rendered":"05.03 &#8211; Users\u2019 Notes &#8211; ACTIVITIES INTERFACE"},"content":{"rendered":"\n<p>Notes reflect the event of completed activity or\nresult (e.g., <strong>result <\/strong>of communication with client or event of shipment\nwith tracking number, etc.)<\/p>\n\n\n\n<p><strong>Users\u2019 notes <\/strong>are created on the page of the corresponding Deal or contact and there is no possibility of editing after the fact.It is recommended to provide notes with tags (set by administrator).&nbsp;<\/p>\n\n\n\n<p><strong>Note tags<\/strong> in this interface give the possibility of seeing quantitative indexes of the work completed in selected period and other data (flexible configurable filtration).<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/05-03-entering-users-note.png\"><img loading=\"lazy\" width=\"1024\" height=\"439\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/05-03-entering-users-note-1024x439.png\" alt=\"\" class=\"wp-image-1414\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/05-03-entering-users-note-1024x439.png 1024w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/05-03-entering-users-note-300x129.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/05-03-entering-users-note-768x330.png 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/05-03-entering-users-note-400x172.png 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/05-03-entering-users-note.png 1100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>Entering user\u2019s note<\/figcaption><\/figure><\/div>\n\n\n\n<p><strong>Examples of note tags:<\/strong><\/p>\n\n\n\n<ul><li>#Qualification<\/li><li>#Presentation<\/li><li>#Meeting_office<\/li><li>#Meeting_out<\/li><li>#Commercial_offer<\/li><li>#Invoice_sent<\/li><li>#Call_outgoing_cold<\/li><li>#Call_outgoing_loyalty<\/li><li>#Call_incoming<\/li><\/ul>\n\n\n\n<p>Some tags are not needed when the email history or\ncalls are uploaded in an automatic mode. Tags are added and edited by the administrator.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Notes reflect the event of completed activity or result (e.g., result of communication with client or event of shipment with tracking number, etc.) Users\u2019 notes are created on the page of the corresponding Deal or contact and there is no possibility of editing after the fact.It is recommended to provide notes with tags (set by [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[141,825,928,464,931,194,930,929,647],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1413"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1413"}],"version-history":[{"count":2,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1413\/revisions"}],"predecessor-version":[{"id":1607,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1413\/revisions\/1607"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1413"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}