How do I log in person meeting notes with Built-in Notes?
Please follow these instructions to log your notes from an in person meeting.
1.) Tap on the compose icon in the upper right of the screen
Or if you are on an iPhone or Android phone contact profile tap on the "..." icon.
2.) Tap on Log Meeting.
Or if you are on an iPhone or Android phone contact profile tap on the "..." icon.
3.) To add additional people, start typing in the box (labeled "Met With") 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.
4.) Set the duration, date and time of your meeting. Then tap on Save to log your meeting.
5.) Tap on the meeting in the timeline to add notes.
6.) Add your notes and tap on the Save button when you are done.