How to add a Note, Call, or Meeting in the Mobile App

Keep your contacts updated on the go by adding Notes, Calls, and Meetings to them using the OnePageCRM Mobile App.

This help article is available for iOS and Android users.

Add a Note, Call, or Meeting in the iOS app

Open a contact → Scroll to the Notes section and click on the blue plus (+) icon.

You can select between:

Add Note

Add Call

Add Meeting

Type the text of your note → select the clip icon at the top to add an attachment → click on Done to save the note.

Note:

You can notify other team members on your OnePageCRM account by @mentioning their username in the text.
In order to edit the Note, Call, or Meeting, click on it and select the pencil icon at the top right-hand corner.
To delete the Note, Call, or Meeting swipe to the left.
The maximum size of a file that can be uploaded is 10 MB.

Open a contact → Tap the orange plus (+) icon.

You can select between:

Add Note

Add Call

Add Meeting

Type the text of your note → select the clip icon at the top to add an attachment → click on Done to save the note.

Note:

You can notify other team members on your OnePageCRM account by @mentioning their username in the text.
In order to edit the Note, Call, or Meeting, click on it and select the pencil icon at the top right-hand corner.
To delete the Note, Call, or Meeting click into it and select Delete note at the bottom of the screen.
The maximum size of a file that can be uploaded is 10 MB.