This tutorial will show you how to Share Notes with other users within your organization.
If you would like to setup a centralized company shared notes, we recommend creating a dedicated email address (e.g. share@yourdomain.com) and share its notes.
Step 1: Click on Notes
Step 2: To share notes with an individual user or multiple users
Click on Sharing
A) Start typing the user's name, a pop-up will list names matching that user, select the user
B) Select Access permission
None - They have no access to your folder.
Read Only - They can view the contact details only.
Full - They have full control to modify contact details.
Click Save
To share contacts with all users within your organization
Select Everyone under User Groups
Set Access permission
Click Save
Step 3: The sharing icon will appear next to any shared notes
Step 4: The shared notes are now accessible to the user(s) it was shared with.
Step 5: To hide a contact list, click the eye icon
Notes associated with that list will no longer be visible
To unhide the notes, click the eye icon again