To categorize the note with a customer or any person
Tap into the ‘Type a name here’ input box OR scroll through the list and select someone or a folder.
To add more text: Tap into the “Description field”
To set an alarm Reminder: Turn on the alarm clock icon and set a day and time.
To copy this note onto your calendar, turn on the Calendar icon, which will load your phone’s default calendar app, it will copy the Note over to the heading, then set the date and time and save it. Then press back 2 or 3 times to return to the app.
(Be sure to press Save on the task aswell).
To add pictures to the note, scroll down and tap “Attach image”. Then select “Take a photo” to use the camera. Or select “Gallery” to choose an existing photo. Repeat this up to 5 times. To later preview, the photos, open the Note and tap anywhere inside the thumbnail image. To delete a photo tap on the red X on the thumbnail.
To set the note entry as important, which means the note will always stay at the top of the order of notes for that person/customer, tap the Star icon in the top right-hand corner.
Press the green Save button in the top right-hand corner to save the note when done. Or press Cancel to not save any changes.
Note: A note can also be saved without a category it will sit under the top area of General tasks. In this case just press Save.