Client Keeper Support
Mobile AppFiles & Notes

How to Add Notes on Mobile

Log important agendas and information and never lose them

Capture important meeting minutes, ideas, or reminders using the built-in rich text note editor.

Steps:

  1. From the main navigation bar, tap the Menu icon and select Notes.
  2. Tap the Plus (+) icon in the top right corner to open a New Note.
  3. Enter a Note Title and start typing your content in the body section.
  4. Use the Toolbar to format your note with bold text, italics, or bulleted lists.
  5. (Optional): Tap the Image icon to upload a photo or the Link icon to attach a URL.
  6. Tap Save in the top right corner. Your note will now appear in your "All Notes" list.

Video Walkthrough

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