Client Keeper Support
Mobile AppFiles & Notes

How to Manage Notes on Mobile

Organize your notes your way on your phone

Stay organized by pinning important notes, editing existing ones, or using the search tool.

Steps:

  1. Go to the Notes section from the main menu.
  2. Pinning: Open a note and tap the Bookmark icon at the top. This note will now appear under the Pinned tab for quick access.
  3. Editing: Tap the Pencil icon to update the text or add attachments.
  4. Deleting: Tap the Trash Can icon if the note is no longer needed.
  5. Searching: Tap the Magnifying Glass icon at the top of the Notes list and type a keyword to find a specific entry instantly.

Video Walkthrough

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