How to Quickly Add Notes via Quick Capture
Quick Capture
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.
Check out the video to see what we mean
How: Step by step directions on how to use the Quick Capture feature:
1. Navigate to the Workspace using the sidebar menu. In the top right corner, near the Workspace Name, you will find a Lightning icon. These are your shortcuts. Click on it and select "Quick Capture Note."
2. Write your note in the box and press save.
NOTE: Keep that in mind when writing your note that you are not able to save this note to the Library.
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 relating to then press save. The note will be automatically added to the client's record in Pulse360.
Tips
- Quick Capture notes cannot be saved to the Library.
- How to Create New Notes