How to add a Note to from the OnePageCRM iOS Mobile App

Keep your contacts updated with the latest by adding Notes to them using the OnePageCRM iOS Mobile App. 

In this article:
How to add a Note to a contact
How to edit and delete a Note

How to add a Note to a contact

1
Open a contact → scroll to the Notes & Calls section →  + Add.
2
Select Add Note → Type the text of your note → Save.
Note: You can notify other team members on your OnePageCRM account by @mentioning their username in the Note.
Tap on the photo camera icon to add attachments. 
3
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 or delete.
2
Swipe the note you want to delete to the left→ tap Delete in red.
3
Tap the note you end to edit → E dit → make the changes required. 
4
Save.
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.

Still need help? Contact Us Contact Us

Related Articles