Dear EPESI,
I would like to know how to have some new Notes module like a current one with different names. Each of them will contain a group of notes for certain purpose:
- Financial Information: Contain all notes about customer financial information (Saving accounts, Job, sources of income, properties...)
- Contract FU: Contain all notes about pre-contract follow up that salesman with customer
- Training History: Contain all notes about training session we have provided to customer
Thank you for your help and best regards.