Evernote
Evernote and Evernote Business are online organizational tools designed for note-taking. Connect OnePageCRM with your Evernote account and allow OnePageCRM to view and save notes from your notebooks, notes, and tags. All saved notes are stored in the Notes & Calls section of the contact's timeline in OnePageCRM.
In this article: | |
How to connect Evernote with OnePageCRM | |
How to assign an Evernote note to a contact in OnePageCRM |
Connect Evernote to OnePageCRM
Note:
Note:
you can choose for how long you want to grant Evernote access (1 day, 1 week, 30 days, 1 year)
Once successfully connected, you will receive a confirmation email from Evernote.
Assign an Evernote note to a contact in OnePageCRM
- Enter a keyword in the search field to find specific notes.
- Click on a specific Evernote Notebooks or Tags to filter your notes.
NOTES
- You cannot save notes in OnePageCRM from notes that have been shared with you in Evernote Business.