We’re pleased to introduce an enhancement to your CRM experience—snippets created in Admin > CRM Settings > Snippets can now be seamlessly used within the Opportunity Notepad. This feature is designed to help you reuse important information more efficiently and eliminate time-consuming copy-paste tasks.

What’s New?

1. Snippet Availability for Notepad

• In Admin > CRM Settings > Snippets, a new checkbox labeled “Notepad” has been added.
• When selected, this ensures the snippet is available for use within the Notepad in Opportunities, People, and Companies.

2. Intuitive Snippet Insertion in Notepad

• While editing the Notepad in CRM > Opportunity, People, or Company, simply type ‘@’ to bring up a list of snippets marked as “Notepad.”
• Select a snippet from the dropdown, and its content will automatically be added to the Notepad.

This behavior is consistent with how the Tasks functionality operates, ensuring ease of use for all users.

How This Enhances Your Workflow

• Increased Efficiency: Instantly access and reuse predefined snippets directly within the Notepad, reducing manual tasks and saving valuable time.
• Consistency Across Records: Maintain uniformity by applying standardized information across Opportunities, People, and Companies.
• Streamlined Experience: Focus more on strategic activities while your CRM handles the repetitive details.

How to Use This Feature

Step 1: Navigate to Admin > CRM Settings > Snippets to create or edit a snippet.

• Check the “Notepad” option to enable it for Notepad usage.

Step 2: Open the Notepad in CRM > Opportunity, People, or Company.

• Type ‘@’ to display the list of available snippets.
• Select the snippet you need by clicking on it, and the content behind the snippet will be inserted into the Notepad instantly.

This update is part of our ongoing commitment to improving your productivity and ensuring you have the tools to manage information effortlessly. Start using this feature today and discover how it simplifies your workflow.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Your efficiency is our priority.

Nexus Product Team