Web 
- From anywhere on the Voze web app, click the blue New button and select Note.
- "Company" and "Call Type" are mandatory fields.
- To find the company, enter its name in the search bar.
- Select the appropriate Call Type from the dropdown menu.
- Once the company is selected, you can associate contacts with the note.
- Enter the details from your call, visit, or next steps in the provided note fields.
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If you’d like to schedule a follow-up, enter a description in the Task Description field and set the appropriate Start Date/Time and End Date/Time.
- Click Save to finalize your note.
🔥 Hot Tip: If you're already on a company profile page, click on Add Note button on the contact to preselect the company and contact.
iOS 
- Tap the + button from anywhere in the app.
- Select Type note.
- Choose the company to associate with the note.
- Select the Note Type
- Enter the details of your note, including any next steps or important information.
📣 If you're interested in recording a note instead, please refer to this article.
Android 
- Tap the + button from anywhere in the app.
- Select Type note.
- Choose the company to associate with the note.
- Select the Note Type
- Enter the details of your note, including any next steps or important information.
📣 If you're interested in recording a note instead, please refer to this article.