Add a Phone Memo

Here you can add a memo to the staff member’s account, showing if any calls were made to or from a staff member, the time and date of the calls and a summary of the conversation that took place.

You can add a custom reference for each memo as a quick reminder of what it was regarding (e.g. Supplier called to say order will be delayed).

Add an Attachment

If you wish to include an attachment, tap the Paper Clip Icon at the bottom of the screen.

You can take a photo by tapping on the Camera Icon, or you can attach a file already saved on the device by tapping the Image Album Icon.

Add a Second Attachment

If you wish to add multiple attachments, tap on the Blue Plus Icon.

Delete an attachment

To delete an attachment, tap on the bin icon.