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Add notes to a mail

To add a note, open the mail, click Notes in the bar at the bottom, type your note and click Save Note. Each note is dated and earlier notes are listed. Colleagues you share the mail with can read and add notes. Click Self Mail to receive the mail details and all its notes by mail.

For: EveryoneWeb● Unique to XgenPlus

How to add notes to a mail

  1. Open the mail.
  2. Click Notes in the bar at the bottom of the mail.
  3. Type your note and click Save Note.
  4. To get the notes in your Inbox, click Self Mail.

When to use it

Rohit, a sales rep at acme.in, notes "Called client on 12 Oct, wants 5% discount" on the RFQ mail. Anita, with whom he has shared the mail, reads the note and replies with the right price.

Good to know

  • A note can be up to 4,000 characters.
  • Notes are not sent to the person who wrote the mail. Only you and people you share the mail with see them.
  • Notes are included when you print the mail.
Was this page helpful? Updated 2026-10-28