Can I import associated notes, priority and percentage completion, constraints?

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• Manage Notes

  In Zoho Workerly, you can associate notes with the records by specifying the required details. Availability Permissions Required: Only users with the "Create" permission for notes can perform this action. To create notes Click the [Module] tab. In ...

• Organizing Notes

  Associate Notes with Records In Zoho CRM, you can associate notes to the records by specifying the required details. You can create notes only if you have the Create permission for Notes. To create notes Click the [Module] tab. In the [Module] ...

• Manage Notes

  Associate Notes with Records In Zoho Recruit, you can associate notes to the records by specifying the required details. You can create notes only if you have the Create permission for Notes. To create notes: Click a tab. In the Home page, select the ...

• How do I import notes into Zoho CRM?

  Notes in Zoho CRM are always associated to other records such as leads, contacts, deals etc. Simply export your existing records to a spreadsheet, add your notes in new columns and import those notes. To import notes Prepare your spreadsheet (either ...

• Sticky Notes

  Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are ...