How to add a contact-related note? | Online Help - Bigin by Zoho CRM

How to add a contact-related note?

Method - 1

To add a note

1. Open the Bigin app on your smartphone.
2. Navigate to the Contacts  module.
3. Select the desired contact record.
4. Switch to the Notes tab.
5. Tap the Add  button at the bottom right of the screen.
6. Enter the information you want to save.
7. Include an attachmentif necessary.
8. Tap the Tick  icon when the note is complete.

Note: You may also use Scribble Mode to fill in a text box:
Tap the Scribbleicon at the top right of the screen.
The bottom half of your screen will present a scribble board that allows you to use your finger or stylus to write text.

Method - 2

To add a note

 1. Navigate to the Contacts  module.
2. Select the desired contact record.
3. Tap the Add  button at the bottom right of the screen.
4. Select Note  from the options.
5. Enter the information you want to save.
6. Include an attachmentif necessary.
7. Tap the Tick  icon when the note is complete.