Hi there, just wanted to let you know that it is possible to associate a note created on a Custom object to a Contact (both on iOS and Android). You can also associate the note to a Company, Deal or Ticket. If you're on an iOS device, you can access Custom objects from a Contact, Company, Deal or Ticket record, from the Associations tab. You can click into the record to open the Custom object record and add a note from them, then tap to add an association.
If you are on Android, you can access Custom objects the same way or you can also do that from the Menu button, by clicking on the Custom objects option. From there, you can follow the same steps to add a note and an association. Don't hesitate to let me know if you have any questions about using the functionality.
Hi there, just wanted to let you know that it is possible to associate a note created on a Custom object to a Contact (both on iOS and Android). You can also associate the note to a Company, Deal or Ticket. If you're on an iOS device, you can access Custom objects from a Contact, Company, Deal or Ticket record, from the Associations tab. You can click into the record to open the Custom object record and add a note from them, then tap to add an association.
If you are on Android, you can access Custom objects the same way or you can also do that from the Menu button, by clicking on the Custom objects option. From there, you can follow the same steps to add a note and an association. Don't hesitate to let me know if you have any questions about using the functionality.
