Add notes to contact records keep track of your sales process and remember key details of meetings with prospects or accounts. Notes added to records in Mapview will sync back to external sources with a date and time stamp.
Time stamped notes are created in the notes area of the contact details. To access the notes area open the contact details window and tap the notes icon at the bottom of the menu.
Adding a note
To add a note in Mapview, open the contact details and tap on the note icon at the bottom of the window. Here you can add a note by tapping the plus icon (+) in the top right-hand corner. Notes created here will be time stamped.
If you want to add notes without a time stamp, you can tap 'Edit' in the contact details instead of navigating to the notes window. In the edit window, tap 'Notes'. Here all notes you have entered for a prospect are text strings you can copy and paste.
Editing a note
To edit a time stamped note, head to the notes window in one of the ways described above. In the notes area, tap 'Edit' next to one of your notes or simply tap and type in the notes area to make an update. This will mark the note as updated in the notes text string.