What are Quick Notes
A Quick Note is a type of note that is not related to any specific events (appointments) you have with your client. These notes are generally unorganized and used for capturing general or spontaneous information not tied to meetings. These notes can later be transferred into a meeting record or added as a new note template in the Library if necessary.
NOTE: If there are no meetings scheduled for your client, all Actions will default to the Quick Note area.
How to Add Quick Note in a Client's Record:
1. Navigate to the Meetings. Select a contact and click "Next."
2. Select "Add or Review Notes" Action. This automatically takes you to the Quick Note area, found under "Select Events" in the next step.
3. Create New Notes or Add from Notes Library.
How to Add Quick Note Using the Shortcut:
1. To find the box icon, please navigate to the upper right corner and click on it.
2. Select Quick Capture at the top and write down the note.
3. When you save the note, you'll be prompted to select the person you want to add it to. You won't be able to add it to an event, but you can change this later.
