Overview:

Upvise offers a versatile and comprehensive note-taking feature that allows users to record and manage notes across various apps, including Projects, Contacts, Jobs, and Equipment. This feature is designed to enhance communication, organisation, and collaboration within the platform.

Folders can be created in the Notes app to organise notes into different folders or categories.

We auto-categorise notes for SMS sent from Upvise into 'Sms Failed” or “SMS Successful”.

To add a new folder:

Navigate to Notes
Click “folders” on the left pane
Click “+” to add a new folder

To add a Note:

Open a project, contact, equipment etc and tap or click +
Select new Note in the Popup menu
Enter the text of the Note and tap the tick or click Save
the note will appear in a notes folder against the linked record, see the example of a contact below:
you can click on the folder to drill into the related notes.

Screen Guide:

Web:

Notes can be viewed in List view (title and brief details) or Extended Layout view (expanded view of further details for each line).

You can organise your notes into Folders and Search for keywords using the search bar at the top.

New notes can be added from this screen using the + button, or from within individual applications.

Extended Layout View:

Mobile:

Notes List:

Click the bottom sorting option where you can sort by date create or Name:

Click “+” to add a note via the notes app. This will not be linked to anything when creating notes directly via the notes application:

Next Steps:

Use the Linked To field to quickly navigate to the linked application or the source of the note.

Related Pages:

Process Flow: