Chatalog Help Centre
HomePricingBlogLogin
English
English
  • Welcome to chatalog
  • 💬Instant Enquiry
  • ℹ️Release Notes
    • 2025 Releases
    • 2024 Releases
    • 2023 Releases
  • ❓FAQs
  • 🔊Announcements
    • Temporarily Disable the Delete Message Template Function
  • 🔹Platform Setup
    • 🚩Things to note when setting up the platform
    • WhatsApp
      • WhatsApp Conversation Fees
      • Turn off WhatsApp Number Two-step verification
      • Submitting an eligible phone number for WhatsApp Business API
      • WhatsApp Business API Display Name Guideline
      • Applying for Official Business Account (Green Tick)
      • WhatsApp Business API Limitations
      • WhatsApp Broadcast Limit and Setup Business Profile
      • Regarding WhatsApp Business API being blocked
      • Export WhatsApp Conversations
      • WhatsApp Catalogue
        • Connect the catalogue to your number
      • WhatsApp Flow
    • Instagram
    • Facebook
    • WeChat
      • Customer Service Messages
    • LINE
  • 🔷Contact setup
    • Contact
      • Import, Export and Add Contact
      • Block/Unblock Contacts
      • Delete Contact
      • Contact List (WhatsApp)
      • How to use notes
      • Label Management
      • Contact activity
  • 🔷BROADCAST SETUP
    • Broadcast
    • Broadcast (WhatsApp)
      • Create or import a contact list for broadcast
      • Create a WhatsApp message template
      • Create a Carousel Template
      • How to Send WhatsApp Broadcast
      • Selective Display of Templates
    • Broadcast (Non-WhatsApp)
    • Broadcast - Recurring Notification (Facebook)
  • 🔹CRM Quickstarts
    • Messages
      • The status of the conversation and the chat box interface
      • Icon in the message
      • Notes
      • Inbox Permissions
      • Export Conversation
      • Auto message for assigning conversation
      • Import new contacts and open - individual import
      • Import new contacts and open - multiple imports
    • Basic Flow
      • First Direct Message, Ice Breaker, Story Mention
      • Setting up non-business hours
      • Flow management tools
      • Selective Display of Flows
    • Customized Flow
      • Flow Blocks
        • Flow template reference
          • Event reservation Flow
          • Subscription cancellation Flow
      • Flow Trigger
      • Assign Conversation
      • Custom Field and User Input Setup in Flow
      • Setting up Call API Block in Flow
      • Smart Delay
  • 🔷AI Tools
    • AI Tools
      • Manage projects for AI Reply from Document
      • AI Tools - AI Writer & Doc Reply
      • AI Writer & Consultant
      • AI Reply from Document Flow Block
      • AI Dialog Flow Block
        • How to write good prompts for your AI Dialog?
      • AI Funnel Flow Block
  • 🔷POST AUTO REPLY
    • Post Auto Reply
      • Post Auto Reply Setup
      • Post Auto Reply Setup - Multiple
      • Manage The Bot
      • Create an IG Live Bot
  • 🔹Settings
    • Upgrade Plan
    • Account Details
    • Two-factor authentication (2FA)
      • Enable 2FA in Settings (Owner Only)
      • Disable 2FA in Settings (Owner Only)
      • 2FA login on the mobile app
      • 2FA login on the web
    • User Management
      • Add Team Member
      • User Status
    • Team Management
      • Advanced Permission Settings (Beta)
    • Web Chat
      • Setting up Web Chat on wordpress
      • Setting up Web Chat on Shopify
      • Add WhatsApp button to your website that links to your WhatsApp Business account
    • Auto Follow-ups
    • Names Display
  • Supported Languages
Powered by GitBook
On this page
  1. CRM Quickstarts
  2. Messages

Notes

PreviousIcon in the messageNextInbox Permissions

Last updated 10 months ago

Collaborative Note-Taking in Your Organization

Note now offers enhanced collaboration within your organization. Our new sharing functionality allows team members to work together seamlessly, improving communication and productivity.

Sharing Notes

  • Automatic Sharing: All notes are automatically shared with users in the same organization.

  • Visibility: Team members can easily see who authored each note and when it was last edited.

  • Ease of Use: This feature is designed to facilitate team communication and simplify the process of marking and referencing notes.

Getting Started

  1. Creating a New Note: Click on the ‘Add’ button to start a fresh note.

  1. Saving Notes: You can click “Save”.

  1. Organizing Notes: You can always delete the note when you do not need it .

Benefits for Teams

  • Streamlined Communication: Quickly disseminate information without the need for lengthy email threads or meetings.

  • Efficient Collaboration: Work on projects together in real-time, making it easier to compile collective knowledge and feedback.

  • Organizational Memory: Maintain a clear record of discussions and decisions, accessible to all relevant team members

  • Tracking Changes: Each edit is recorded with a timestamp and the editor’s name, ensuring transparency and accountability.

🔹