How do I create a Built-In note from Cloze?

Cloze provides three options for note-taking: Evernote, OneNote, and built-in notes. For all options, you can tap on the compose icon in the upper right corner of the screen and select "Create Note" to compose a new note. 

Pro Tip: Use keyboard shortcuts when using Cloze on your computer

  • n key - Compose a new Evernote, OneNote, or Built-in note based on your default note settings. 
  • shift-n - Compose built-in note 

Below are instructions for composing a built-in note.

There are three ways to create a note:

  1. Tap on the compose icon and select Create Note
  2. In the notes section tap on Add Note
  3. Use a keyboard shortcut

These three options are outlined below.

Tap on the compose icon and select Create Note

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

2.) Tap on Create Note.

3.) Start typing in the box (labeled "Re") to search for the Person, Company, Project, Deal, or Property you would like to link to the note. 

If you are viewing already viewing a Person, Company, Project, Deal, or Property Cloze will automatically link the note for you. 

Note: You can link a note to any other People, Companies, Projects, Deals, Properties.

The note will now appear in the Cloze contact profile for the people, companies, projects, deals, or properties you linked to the note. 

Tap on Notes and then select Add Note

Tap on notes to see all of your notes in a single view. You can also tap on "Add Note" to compose a new note for the person, property, company, or project. 

Use a keyboard shortcut

We have several keyboard shortcut options you can use to save you clicks. 

Shortcut Action
n key Compose a new Evernote, OneNote, or Built-in note based on your default note settings. 
shift-n Compose built-in note 
t key Compose To Do 
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