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:|
|Connect Evernote with OnePageCRM||Assign an Evernote note to a contact|
|Pin to the Apps menu|
Connect Evernote to OnePageCRM
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.
How to pin Evernote to the Apps menu
To pin the Evernote integration to the Apps menu, select the check-box: Pin to the Apps menu.
- You cannot save notes in OnePageCRM from notes which have been shared with you in Evernote Business.