Because Less Annoying CRM is a web-based tool, you can access your CRM data from any smartphone or tablet connected to the internet. Between meetings and calls, you can look up a contact record and leave notes while you are on the go. If you’re out of the office and don’t have time to type up a note, you can also dictate notes onto a contact’s Activity Feed using your mobile device. This way, you can leave notes on your CRM quickly while the information is fresh in your mind.
Next, search for the contact you want to leave a note on. If you were looking at a contact’s record and updated any data right before a meeting, they should show up at the top of this list of recently updated contacts! Otherwise, you can click “Search contacts” in the navigation bar at the top of your screen.
Any recently updated contacts will show up on the first page you see when you log into the mobile site.
Once you are on the contact or company record you want to leave a note for, scroll down the page until you see “Enter a note.” Click on the plain white box, and your keyboard should appear.
Apple devices have the microphone feature on its keyboard. Click on the microphone icon, dictate your note, and select “Done” when you’re finished. You can read over your note and correct any typos now or later, but make sure to click “Save Note”!
You can enable dictation on your iPhone by going to Settings > General > and Keyboards.
When dictating a note on your Apple device, it’s important to remember that you have to dictate periods, commas, and capitalization. Apple can also dictate other punctuation marks, typography, currency signs, emoticons, math symbols, line spacings, and more. For a full list of Apple’s dictation commands, check out this tutorial from their help site.
On an Android keyboard, the microphone feature can be found on the top right corner. Click on the microphone icon to start dictating. When you’re done leaving your note, click the red microphone icon in the middle of your keyboard. You can read over your note and correct any typos now or later, but make sure to click “Save Note”!
Android has many different keyboards so yours might look a little different than this image.
Make sure to dictate simple punctuation and line spacing as well, though Androids have fewer dictation commands than Apple devices.
Once you’re done with your meetings and calls, you can always review your notes later in the day and edit them for clarity, content, and spelling and punctuation errors. If you need help finding the notes you made on a given day or editing them, check out this tutorial.
Still have questions? Less Annoying CRM comes with free phone and email support - even if you're not a paying customer! Use our contact page to get a hold of us, and we'll be happy to help however we can.