In the Customer Data Platform mobile app, the Customer Details page is now equipped with a feature to create, manage, and filter notes. Through this feature, you can document important information related to customers and find the needed notes more quickly.

Additionally, all saved notes are centralized on the Customer Details page, so you do not need to switch to another menu to view or update customer information. This helps improve efficiency in documenting customer details and ensures that every important piece of information can be accessed more quickly when needed.

Below are the steps to create, manage, and filter notes on the Customer Details page through the mobile app.

A. How to Add a Note

1. Log in to your Qontak CRM Mobile account, then select the “Customers” menu.
   
2. Then choose one Customer name to enter the Customer Details page.
   
3. You will be directed to the following page. Then, in the Customer activity section, click the “Other” tab, then in the Notes section, click the ‘add’ icon.
   

4. Next, enter the notes you want to add in the following field. You can write your note in the available column.
   
   

5. There are note writing formats. You can edit and customize the content of the notes as needed. Below is an explanation of each text format available in the notes editor.
   

Category	Function
Text Style	Used to set the text structure, such as Heading, Subheading, and Normal text.
Text Formatting	Used to format the appearance of text, such as Bold, Italic, Underline, and Strikethrough.
Alignment	Used to set text alignment (Text Alignment).
List	Used to create lists (Bulleted List, Numbered List).
Mention	Used to mention specific users within notes using the @ symbol.
Insert Link	Used to insert a link into the notes.
Insert Image	Used to add images into notes. Users can upload up to 5 images per note in jpg, jpeg, png, and HEIF/HEIC formats. Each image must not exceed 10 MB in size.
Attach File	Used to attach files to notes. Users can upload up to 5 files per note. Supported file formats include documents (doc, docx, pdf, zip), spreadsheets (csv, xls, xlsx), and presentations (ppt, pptx, key). Each file must not exceed 10 MB in size.
Voice Note	Used to record and add voice notes into notes. - The system will automatically assign the voice note name based on the original file name uploaded by the user. - The maximum upload size for audio files is 10 MB. - Supported audio file formats include M4A (.m4a) and MP3 (.mp3).

The maximum number of characters that can be entered is 1,000 characters.

6. Then click “Save” to save the notes.
   

7. The created notes will then be saved in the Customer activity section.

B. How to Edit Notes

1. Click on one of the Notes.
   

2. Edit the note as needed. Then click “Save changes”.
   

3. A pop-up notification will appear indicating that your note has been successfully saved.
   

C. How to Delete Notes

1. On the note you want to delete, click the ‘minus’ icon.
   

2. A pop-up message will appear. Click “Delete” to continue.
   

3. A pop-up notification will appear indicating that your note has been successfully deleted.
   

D. How to Filter Notes by Creator

1. In Notes, click “All creators”.
   

2. You can then filter the list of notes by selecting one or more note creators. Then click “Save”.
   

E. How to Manage the Order of Notes Display

1. On the Notes page, click the filter “Newest to Oldest”.
   

2. The notes will then reorder, and the system will sort from oldest to newest.
   

F. Notes Access Settings

Access to the segmentation feature is controlled through four types of permissions. Each permission supports three levels of access: All Access, Owned Only, and Disabled.

Click the following link to configure access for Notes: https://launchpad.qontak.com/user_management/roles

That concludes the explanation on how to manage the notes feature on the Customer Data Platform Mobile version. Learn more about the Customer Data Platform here.