Notes and attachments can be added to any object in Convergence : an account, a contact, a CSR questionnaire, etc. They bring valuable information with the ability to search in them.
Table of Contents
What you need to know to start...
Notes are small text documents which bring interesting information to an object.
Attachment of any kind (Word, Excel, PDF...) may also be added.
Need Help?
Unable to render {include} The included page could not be found.
The best way to get IT support is to use the new
Service One Platform.