Quickly capture important details about a contact such as something they mentioned during your last conversation, so the information is readily available when you need it.
Steps to create a Note:
From the Home Dashboard, tap the "+" button.
And select Note from the menu.
Use the search bar to find the contact you want to associate the note with, then select the contact.
Confirm or update the Note Date. This field is required.
Enter your note in the text editor. You can format your note using bold, italic, underline, or bulleted lists as needed. This field is required.
Tap Save Note to save the note successfully.
Your note will now be associated with the selected contact and can be referenced later to provide additional context for future interactions.
If you have any questions or experience any issues, please reach out to our support team at [email protected]
- Accountable Support