We’ve enhanced the Notes section in Kraken Business Suite™. Now, notes are more organized, searchable, and actionable, making it easier to manage your contacts efficiently.
What’s New:
- Note Title: Add clear headings for better structure and searchability.
- Color-Coded Notes: Categorize notes visually for quick identification.
- File Attachments: Include supporting documents directly in notes.
- Pin Notes: Keep critical notes at the top. You can pin up to 2 notes.
- Search Functionality: Search by title and description.
Why It Matters:
This update helps teams quickly find important information, improves organization with visual categorization, centralizes documentation by attaching files, and reduces time spent searching for key insights.
How It Works:
To use the new features, navigate to a contact and open the Notes section. Click “Add Note,” enter a title and description, choose a color label, pin if necessary, and attach any files. Save the note to keep it organized within the contact timeline.