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.
Please note:
- You need an Evernote account to connect it to OnePageCRM.
- Each User in the CRM needs to connect this integration in order to use it.
In this article: |
Connect Evernote with OnePageCRM |
Assign an Evernote note to a contact in OnePageCRM |
Integrate Evernote with OnePageCRM
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
You can add notes in 2 ways:
- Enter a keyword in the search field to find specific notes.
- Click on a specific Evernote Notebooks or Tags to filter your notes.
To view the full note click on View in Evernote.
You cannot save notes in OnePageCRM from notes that have been shared with you in Evernote Business.