Add a Note, Linked Item or File
Add a Note:
- In the View screen, tap or click on + and select Note, then enter free text.
- You can add multiple Notes. Notes do not appear in the PDF export and will not be known to the Client. They can be used to add internal notes, e.g. about the client of a quote, anticipated outcome, expected payment etc...
Add a Linked Item:
- Go to the Edit screen on your mobile and tap Add Linked Item in the Linked Items section. You can add a linked Deal, Project, Job, Contact, Company or Asset.
- In the Edit screen in your web account, you can choose to link a Project or a Deal.
Attach a File:
- In the View screen on your mobile, tap + and click Attach File. You can take a camera picture or add a Photo or select a file from Google Drive, Dropbox, etc..
- In the View screen in your web account, click the Attach clip icon and select a file to upload from your local drive or to link from Google Drive or Dropbox. You can also take a picture with your webcam after authorisation
