Edit a note
Learn how to edit a note.
- Open the Voze Pro app.
- Find the note you want to edit. You can:
- Tap My notes on the home screen to see your recent notes.
- Tap Find in the bottom navigation, then the Notes tab. Scroll your recent notes or search.
- Tap Find in the bottom navigation, then the Companies tab. Search for the company the note is attached to, select the company, then tap the Notes tab.
- Tap the note to open it.
- Tap the three-dot menu, then tap Edit.
- Make your edits:
- Select an Interaction type based on how you met with a company. Tap In-person, Email, Text, Call, or Other.
- 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. To learn how to create a contact, see Create a contact.
- Tap the Note field to edit the text or transcription. Tap the blue checkmark to save.
- Tap Images or files to attach up to 10 photos or files. Tap the X to remove an image or file. To learn how, see Add images and files to a note.
- Tap Tags to add any that apply. To learn how, see Add tags to a note.
- Tap Tasks to add additional tasks. To learn how, see Create tasks.
- To save the note, tap the blue checkmark on the New note screen.
Hot tip: Need to re-record the voice note? You can edit the transcription, but you can't change the audio. To re-record, create a new note.