Quick capture is a great way of getting your notes in quickly without having to search for a contact beforehand. You simply start typing your note and add it to the contact afterward. This is great for on-the-spot phone calls.

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1. Navigate to the Meetings using the sidebar menu. In the top right corner, near the Workspace Name, you will find a box icon. These are your shortcuts. Click on it and select "Quick Capture Note."

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2. Write your note in the box and press save.
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NOTE: Keep that in mind when writing your note that you are not able to save this note to the Library.

3. Choose a contact and event that this note is related to, then press save. The note will be automatically added to the client's record in Pulse360.