Take over the information overload, jot down or share some insights from recent events, appointments by adding, viewing or editing notes in CiviMobile.

Follow these steps to access the notes:

• Tap the “More” button on the Menu tab bar of the contact profile
• Select the “Notes” menu button (Pic. 8.10.1) You’ll see the basic info about the note: title, short description, contact name of a person who created a note and date.

• Tap the selected note to view the Note details screen, which includes (Pic. 8.10.2): subject, author’s name (printed in blue allows access to the profiles, when in red – the access is restricted), view mode (private or public), note.[

To edit or delete the note, tap the “Delete” or “Edit” icon in the upper right corner.

Follow these steps to create a note (Pic. 8.10.1):

• Tap the “+” button in the upper right corner to access the Note screen
• Fill in the required details: subject, privacy option selection (the “None” button allows public view; “Author Only” allows only admin user to access view mode), note itself
• Tap the “Save” button.