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
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.
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.
- You cannot save notes in OnePageCRM from notes which have been shared with you in Evernote Business.