*Click here to view the corresponding article for the desktop version
Notes can be created against a listing and contact record and can include a follow-up task. Users will be able to view all notes that have access to and can edit/delete notes if permission allows.
1. To access contacts, tap on the magnifying glass icon from the main menu
2. Here you can filter by contacts you are the primary owner of, shared or All (subject to access permissions) or search for contacts
3. On the required contact Tap the quick add tool and select Add a Note
4. Enter a Headline and Description if applicable and tick Follow Up if you would like to set a date and time for a follow up task
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5. Tap Cancel or Save to finish.
1. Tap the magnifying glass icon from the main menu and select 'Listings'.
2. Locate the listing using one of the following methods;
3. Once you have found the listing, tap to open.
4. Tap Notes to view notes against the listing
5. Tap the + icon to add a new note or follow up task
6. Enter a Headline and Description if applicable and tick Follow Up if you would like to set a date and time for a follow up task
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7. Tap Cancel or Save to finish.
*Note: Master Users Only.
Set default notes options for ALL users
1.Click My Office on the main menu
2. Click Edit Details on the left panel
3. Click the System Config. tab
4. Click System Configuration [General] from the drop-down
Publish Note - defaults all new notes created to publish.
Back Date Note - allows all users to make the note dates to be different from the date of entry.
Edit Note - allows all users to be able to edit notes.
Delete Note - allows all users to be able to delete notes.
