RUM Work
  • Welcome to RUM Work
  • 🚀Starting With RUM Work
    • Login to RUM Work
    • Connecting to a Channel
    • Add Team Members
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    • Add a Message Bot
  • ⚙️Settings
    • Overview
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  • 🧰RUM Work Modules
    • Dashboard
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  • 🌏RUM Work Messaging Channels
    • Connecting to a Channel
    • Channels Overview
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      • Maytapi
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        • Message Templates
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      • Emma
        • Message Templates
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    • Facebook Integration
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    • Instagram Integration
    • WeChat Integration
    • Telegram Integration
  • 🛍️Store Settings
    • WhatsApp
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    • Facebook
    • Instagram
  • 💡More How-to's
    • Create a Facebook Page
    • Assign Facebook Page Admin Role
    • Switch Instagram Personal to Business
    • Allow Access to Messages in Instagram
    • How to Delete WhatsApp Account
  • 💳Payment Method and Subscription
    • Add Payment Method
    • Manage Subscription Plans
    • API Documentation
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  1. RUM Work Modules

Notes

Create a brief record of points or ideas to support customer queries.

PreviousFacebook LeadsNextFile Manager

Last updated 2 years ago

From the dashboard, head over to the left sidebar and select Notes.

Click, Create Notes. It will open the Create Note modal, in which, add your Note Title, select a customer/contact, then input text in the body.

Then, for Status, either select Draft or Completed. Once done, click Save.

Use the Search and its filter to locate a note quickly.

  • Created By - to search a note based on a team member.

  • Date Range - to search a note created Today, Yesterday, This Week, This Month, or Custom.

Click Download to save a copy of Notes to your local system in a zip file.

The added note will appear in the notes library like the above. To edit a note, click theEdit Icon button.

To delete it, click on theDelete Icon Button. Then, select Confirm to finalize the delete.

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