Question: How do I Create, Edit and Delete Notes within Act! Companion?
Product Details:
Product Family: Act!
Deployment: Desktop, Web and Cloud
Integration: Act! Web API, Act! Connect Link, Act! Companion
Answer:
When using the Act! Companion app, it is possible to view, edit and create Notes within the detail view of any of your Contact, Company, Group or Opportunity records in your database.
To Create a Note
1. Open the detail view of your Contact, Company, Group or Opportunity.
2. Tap the + symbol under the Notes subheading.
3. Tap in the details of the Note, then tap the Save button.
4. The new Note will now appear on the record. As advised when you begin adding your Note, you can also attach it to other Contact or Opportunity records at the same time. For example, perhaps this is a Note that you would like to attach to the Contact’s business partner, or it is a Note regarding a specific sale and you would like to attach it to an existing Opportunity.
To Edit a Note
1. Find a Note in your Companion database that you wish to change, then tap it.
2. Tap the Edit symbol in the bottom right corner.
3. Make any amendments you need to, then tap the Save button in the top corner.
4. If you would like to attach any other records to the Note (e.g. you would like to attach the existing Note to an Opportunity record), you can do so whilst in the Detail view of the Note by clicking the Link symbol in the corner of each entity.
To Delete a Note
1. Find a Note in your Companion database that you wish to change, then tap it.
2. Tap the Edit symbol in the bottom right corner.
3. Tap the Trashcan icon in the bottom right corner.
4. Confirm your deletion.
Related Information:
For more information about working with Act! Companion, refer to the following knowledgebase article:
How to Get Started with Act! Companion