Knowledge base | Cloze, Inc.

How do I create a note in OneNote from Cloze?

1.) Tap on the compose icon in the upper right of the screen

 

2.) Tap on Create Note

 

3.) Start typing in the box (labeled "Link Note To") to search for the name of the person you would like to link to the note. As you type Cloze will search your contacts for the right Person, Project or Company.

Note: You can link a note to Person, Company or Project.


4.) OneNote will then open and you can add your note. 



The note will now appear in the Cloze contact profile for the people you linked to the note. Updates in OneNote are automatically synced to Cloze.

Tip: Please make sure to sync both OneNote and Cloze to see your notes.