How to add a Note to from the OnePageCRM Android Mobile App
Keep your contacts updated with the latest by adding Notes to them using the OnePageCRM Android Mobile App.
|In this article:|
|How to add a Note to a contact|
|How to edit and delete a Note|
|How to add an attachment to a Note|
How to add a Note to a contact
Note: You can notify other team members on your OnePageCRM account by @mentioning their username in the Note.
How to edit and delete a Note
Tap on the bin icon to delete.
How to add an attachment to a Note
Note: You might be asked to Allow OnePageCRM to access your files/ camera. Please allow and select the file you want to attach/ take the photo.
- If a user adds a note to a contact you own, you will receive an automatic email notification. See here how to disable auto-notifications of contacts owned by you.
- The maximum size of a file that can be uploaded is 10 MB.