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Adding Notes

From Dashboard

  1. Tap on the plus ‘+’ icon at the bottom of the screen

  2. Tap Notes

  3. Select the contact you’d like to add the action item to

  4. Enter the Note and a Date

  5. Tap Add

 

From a Contact

  1. Tap on the ‘Work’ tab

  2. Tap on the plus ‘+’ icon in the Notes section

  3. Enter the Note and a Date

  4. Tap Add

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