Managing Notices in CRM LEAF: A Step-by-Step Guide
The Notice Module in CRM LEAF helps organisations communicate important information effectively to employees, clients, or both. It captures notice details such as heading, audience, department, and attachments—supporting timely announcements, targeted communication, and record-keeping.
How to Add a New Notice
To manually add a new notice:
Go to Notice Board > Add New Notice.
Fill out the following fields:
To Employees: Select if the notice is for employees.
To Clients: Select if the notice is for clients.
Notice Heading:Enter the title of the notice (e.g., New year celebrations at office).
Department: Select the relevant department issuing the notice.
Select Employee: Choose one or more employees from the list:
AbrahamAmie Green
Beaulah Hansen
Notice Details: Enter the full notice content or description.
Add File: (Optional) Upload any relevant attachments or files.
Click Save to publish the notice.
Notice Table View
Example
| Notice Heading | Department | To | Date | Status | Action |
| New Year Celebrations at Office | HR | Employees | 2025-01-01 | Active | Edit/Delete |
| Client Meeting Reminder | Sales | Clients | 2025-01-05 | Pending | Edit/Delete |
Use the table to:
View and manage all registered notices.
Track which audience the notice is intended for.
Edit or remove outdated notices.
Exporting Notice Records
Notice data can be exported by default to Microsoft Excel for record-keeping, audits, or reports.
Path: Go to Notice Board > Export to download the notice list.
Quick Actions – Notice Module
| Action | How To |
| Add New Notice | Go to Add New Notice, fill the form, and click Save. |
| View Notices | Use the table view to browse all notices and filter. |
| Edit/Delete | Use the Action column to update or remove notices. |
FAQ – Notice Module
Q: Can I upload attachments with notices?
A: Yes, you can upload files when adding or editing a notice.
Q: Who can I send notices to?
A: Notices can be sent to employees, clients, or both.
Q: Is the Notice Heading mandatory?
A: Yes, it helps clearly identify the subject of the notice.