Mobile app iOS -Add and Viewing Notes

Our mobile app for iOS lets Infusionsoft users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.  Click here for New Infusionsoft mobile app FAQs


Adding Notes in a contact record

Option 1:

  • Navigate to Contacts
  • Tap on a contact



  • Tap on the More button
  • Tap on Notes

  • Tap on Add a note

  • Fill in note
  • Tap Done

 

Option 2:

  • Navigate to Contacts
  • Tap on a contact 
  • Tap on the "+" button on the upper right hand


  • Tap on Add a note


  • Fill in note
  • Tap Done

Viewing Notes associated to a contact record

  • Navigate to Contacts
  • Tap on a contact 
  • Tap on the More button
  • Tap on Notes
  • View notes associated with that contact