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

1
Open a contact → click Add Note → tap the + icon.
2
Select Add Note.
3
Type the text of your note.
Note: You can notify other team members on your OnePageCRM account by @mentioning their username in the Note.
4
Tap the  checkmark icon.
5
Your note will be found under the Notes & Calls section under the Contact details.

How to edit and delete a Note

1
Open contact → scroll to the Notes & Calls → find the note you want to edit → tap on the note to open it.
2
Tap on the pencil icon to edit  → tap on the checkmark icon to save.
Tap on the bin icon to delete.

How to add an attachment to a Note

1
Open contact → scroll to the Notes & Calls → find the note to which you want to add the attachment → tap on the note to open it.
2
Tap the + icon.
3
Tap Attach file or Capture Image.
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.
NOTES
  • 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.

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