Evernote

Evernote and Evernote Business are online organizational tools designed for notetaking. 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

1
Go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations.  
2
Under Utilities select Evernote → click Install.
3
Once this integration is installed, you are brought to Evernote → sign in to authorize OnePageCRM by clicking  Continue
Note: You must have an Evernote account to continue. If you don't have one,Create a new account if you don't already have one.
4
Once signed in to your Evernote account, click Authorize to allow OnePageCRM to view your notebooks, notes and tags. Note: Once successfully connected, you will receive a confirmation email from Evernote.

Assign an Evernote note to a contact in OnePageCRM

1
Open a contact to which you want to assign notes from Evernote.
2
Click  Add Note and select  Evernote.
3
In the Evernote pop-up you can add notes in two ways:
  • Enter a keyword in the search field to find specific notes.
  • Click on a specific Evernote Notebooks or Tags to filter your notes.
4
To save notes from Evernote in OnePageCRM, click on a single note or multiple notes and click Save.
5
In Contact view under  Notes & Calls you can view your Evernote attachments by clicking on the  View in Evernote  link or delete these notes by clicking on the bin icon.  
NOTES
  • You cannot save notes in OnePageCRM from notes which have been shared with you in Evernote Business.