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Notes

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We've made notes even easier to add in CataList. The new notes box allows you to scroll around the page, access content tabs, copy and paste text from page content and set a left or right pinned position.

You can enter multiple private or shared notes, edit notes or change the share status on a note at any time. Click on a note to view or edit it, or click the Add a note button to create a new one.

You can mark note text in bold or italic using the following markdown:

  • To mark text as bold, enclose the text between two asterisks (*)
  • To mark text as italic, enclose the text between two underscores (_)

To add a link, simply paste theURL into your note text and the link will automatically be actively linked when the note is in view mode.


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Add a name for your list - something you'll remember when you're entering notes and creating catalogues later.

If you are an Account Manager or Catalogue Editor, you'll have an option to share this list with the rest of your company. Check the box if you want your list to be shared.

In the Add Contact box, you can look-up and add users who are in your account or are opted into the CataList directory.

Want to add a contact who isn't in the directory? Simply enter an email address and click Add!







Note

Contact Lists replaces the previous ability to add recipients for custom catalogues using an email address. Using contact lists, you can add single or multiple email addresses for your contacts who are not in the directory using their email addresses, and tag these users on both custom catalogues and notes.

If you previously added email address recipients on custom catalogues, contact lists have been created for you automatically for each unique set of email address recipients on your existing catalogues. You'll see these lists, named "Email List [number]".  You may rename,edit or deactivate these lists as you see fit.



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Once you've saved your contact list, you'll be returned to the Contact Lists tab in your Settings page. The new list displays, with a summary of the list details and the people you've added to that list.


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