The Notes functionality in Index allows you to capture important customer information when things are top-of-mind. The information saves in your Contact Details so you can easily remember important notes about your customers and your conversations with them.
Please note: The Index inbox search feature for iOS subscribers cannot populate search results based on what is contained within the contact notes section.
Key benefits of Notes:
- Ability to add comments directly after speaking with a customer, so you don't forget important customer/client needs, dates, appointment times, etc (this is part of the Contact Panel feature and is available for Index iOS subscribers only at this time)
- Ability to maintain a log of information on your customers and their needs.
- Allows for increased communication and engagement with your customers.
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Team Sharing accounts: Any notes that a member of the team has saved to a contact WILL display on each team member's notes section.
- Tip: If the notes do NOT appear, please force close and re-open the app (we find that sometimes the newly saved notes may not appear until this action is performed)
Now that you've learned about the benefits of Notes, view our article on 'How to add a note to a Contact' to learn how to use Notes with Index.
If you have further questions about the Notes feature, please submit a request.