Add internal Notes or Annotations to an email

Intellect 10.1.0.7 and older offered the ability to add additional notes to any email message for internal use only. These notes are not sent to others if you send or forward this message to others.

However, this feature was discontinued in Intellect 10.3! This documentation is left just for users who have already been using this in older versions and want to continue to use it but need reminders as to how it works. We don't recommend that anyone start using this feature now, knowing it won't be supported in the future.

They can be a great way to give yourself (or others in a shared mailbox) more detail about what might be going on than what the email can tell on its own.

If you double-click on a message, there is a Notes tab above the body of the email, just like the Notes tab found on Contacts and Events.

Type any information you wish to add. When you close the message, you'll be asked if you want to save your changes (you do!).

 

This help article applies to Intellect 4 or newer