How to create a Sticky Note

How to create a Sticky Note

Create a sticky note

To create a sticky note

  1. Click the Sticky Note icon on the footer of your Nonprofit Vertical CRM screen.
  2. Click the Create New Sticky Note button.
  3. Type your note.

    The note is saved automatically.

Format a note

Once you have created a note, you can format the text using the following options.

  • Bold
  • Italics
  • Underline
  • Strikethrough
  • Bulleted list
  • Change background color

You also have options to Minimize the note and delete the note.

Note

  • You can create up to 20 sticky notes.
  • Maximum characters allowed per note is 2000.
  • Sticky notes in Nonprofit Vertical CRM are not associated with any modules or records.

Associate email reminders to a note

Once you have created a note, you can associate email reminders with the note. A notification of the note will be sent to your email address at the scheduled time.

To set an email reminder

  1. Click on the email reminder icon on the note.
  2. Specify the date and time.
  3. Click Save.

    An email notification will be sent to you at the specified time.
    You will also see a notification in CRM about the note near the Sticky Notes icon.

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