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Record a note 

Learn how to create a note.

  • Open the Voze Pro app. 
  • Tap the + icon and select Create a note.
  • Select an Interaction type based on how you met with a company. Tap In-person, Email, Text, Call, or Other.
  • Tap Select company and find the company name. You can: 
    • Pick from Nearby companies if you're on-site or close by
    • Tap the search bar and start typing the company name
    • Scroll through All companies to browse
  • Tap the company name to attach it to your note. If the company isn't in the list, tap + Company to add it.

🔥 Hot tip: If you tap the + button and choose Create a note while on a company's profile, that company is filled in for you!

  • Optional:
    • Tap the Contacts field or the + icon next to it, then tap the checkbox next to each person you met with. Tap X to close the screen and return to your note.
    • Tap Tags to add any that apply. To learn how, see Add tags to a note.
  • Tap the blue microphone icon and start talking, or type directly into the note field.
    • Tap the pause icon to pause.
    • Tap the blue microphone icon to resume recording.
    • Tap X to discard.

🔥 Hot tip: While recording, use key phrases to share the note or create a task:

  • While recording, say “Email this note to: [First Name, Last Name]” to share it with a teammate or manager.
  • Say “Create a follow-up task for [date], [time], [description]” to add a follow-up. You can create as many follow-up tasks as you want.
  • Tap + next to Images or files to attach up to 10 photos or files. To learn how, see Attach images and files to a note. 
  • Tap the blue checkmark to save.  You don't need to wait for anything, you're free to close the app and head over to your next stop.
  • Your note appears instantly with a Processing badge in My notes, your company profile (including Maps), and Find - notes, then fills itself in — transcript, tasks, mentions — over the next few minutes. Badge not clearing? Pull to refresh.
    • If you need to make any additional edits or updates to the note, see Edit a note.
  • Choosing the right person for an @ mention

    • If a mention matches more than one person (say, two people named Tim), Voze won't guess  it'll ask you to pick.

    • You'll get a notification. Tap it, or open the note from My notes — the name in question is highlighted.

    • Tap the highlighted name to see everyone it could be, then tap the right person and hit Save. Not mentioning anyone? Tap Skip and don't mention.

    • Tap the checkmark to save the note.
    • Until resolved, the note stays private to you,  it won't show up for teammates or on the web. Take your time; nothing is lost in the meantime.

  • Most notes finish processing within a few minutes. If a note is taking longer or something went wrong, you may see one of the following status badges instead of Processing:

    • Delayed – Still working on it; check back shortly.
    • Partially ready – Some parts of the note (like the transcript) are ready, but others are still processing.
    • Failed – Processing didn't complete.