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Set and Reset Your Notes/Tasks Password

You can add notes and tasks to any individual CRM record. We do not store or have access to your CRM notes; they are stored on Rackspace.

Before you can add notes and tasks to CRM records, you must set a password from the CRM home page.

To set and reset your CRM notes/tasks password

1. Click Manage Clients > CRM.

2. Click the Set/Reset Notes/Tasks Password icon near the top of the page.

3. Enter a password and then click Save. (Note that you can return to the main CRM page by clicking the Home icon located on the right side of the screen.

You will now be able to access the Notes and Tasks features in any individual CRM record.

4. To reset your notes/tasks password, click the Set/Reset Notes/Tasks Password button on the CRM home page, and then enter a new password and click Save.