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

How to add a task-related note?

To add a note

1. Open the Bigin app on your smartphone.
2. Navigate to the Activities  module.
3. Select the desired task 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 Scribble  icon 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.