See below for a rundown of the features that will be available for your experience.

Just a click to jot down your notes

When you are busy in a CRM-Record like leads or contacts and want to take a quick note, you are just a click away to jot down anything important. In the upper right corner, you can see a 'Write Note' button, through which you can open the note editor and add notes, and it doesn't stop there; instead, you can add photos, record audio, attach files, and add to-do items by clicking the drop-down arrow button near to it.

Notes linked to related listings

While on the move, you may jot down notes, and later, when you want to see all the notes connected to a CRM record, you can do so by visiting the 'Zoho Notebook' related list with the CRM record you need to see. There you may access all your notes, search them, and even import your CRM notes. To see the timeframes of notes you have created, just switch to the timeline view. All the notes you have created are visible to your members by default, but you can make them private with a click. You can share them privately, mail them, view the activity history, and also set reminders.

Get to view all your notes on a dedicated fullscreen

For your ease and flow, we have created a full-screen web tab where you can access all the notes.

• View the notes created in and out of the CRM.
• Create notes directly in the web tab and associate them with as many records as you want.
• Get a note-first view experience: you can see all the records associated with a particular note by just clicking on it and directly navigating to them in the records tab.

The extraordinary CRM board

You can see notes categorized by CRM modules, and soon you'll be able to filter notes in the Noteboard list by advanced CRM attributes.

The on-note activities

Discover who has interacted with your notes and download a detailed report as a CSV file, a function only available to the owner and administrator of the organization.

Copy CRM Notes to Notebook

Users can get started by copying the CRM notes to Zoho Notebook.

Thanks for reading; we hope you find it useful. You can install the Notebook extension for Zoho CRM by clicking here

Eager to know the next integrations coming up? Here it is:

• Zoho Sprints

• Zoho Finance Suite

Want to know how Notebook works with our other Zoho apps? Here is a list of the apps that Notebook already works with:

1. Create and access your notes directly from your inbox using - Zoho Notebook for Zoho Mail
2. Now share your favorite notes in Notebook directly. (Zoho Notebook for cliq can be accessed in two ways; one is available by default, and the other is to install through this link - Zoho Notebook for Zoho Cliq
3. Take notes while you are in the meeting without switching tabs, you have this integration by default.
4. Refer to your notes or create new notes relevant to your tasks using - Zoho Notebook for Zoho Projects
5. Take contextual notes from your connect posts and also share your notes as a connect post - Zoho Notebook for Zoho Connect