BestNotes Mobile

Mobile App for Apple Devices

Check out BestNotes on your iPhone or iPad mobile device now (Android App coming soon). With the new BestNotes mobile app you can harness the power of BestNotes on the go to:

Create, edit and access your contacts
View their demographic information
Make notes on their activity log
Create, edit and access calendar appointments
Create, edit and review the Q-log and tasks
Access and review completed applications (for those with the correct permissions)

To use the mobile version of BestNotes, you must first have the "Remote/Mobile Access" permission. *Please check with your System Administrator to make sure you have this permission. If you do not, when you try to login, it will say "Invalid user login." To login to the mobile application you will need to have your Site ID, username and password.

Contacts

You will start on your contacts page, which will list your “My List”, the different main sections the app supports, and the ability to search your contacts not located on your MyList.

To transition from screen to screen within the app, you can use the different functions at the bottom of your device. You can search for contacts with the search button located in the top right-hand corner of the contact page.

When on a client's page, you can see their demographic informatoin, as well as navigate between the client detail page and the activity log located at the bottom of the screen. You can always return to the home screen, using the Home button. To edit the client's page use the icon in the upper right hand corner above the client's picture.

Activity Log

The activity log is where you can view all the activity this contact has been associated with including appointments, uploaded files, and notes. The activity log is ordered chronologically with the newest entries being at the top of the log. You can view created documents and templates, but they cannot be edited. To create a new log note, click on the New button in the upper right corner of the screen.

Calendar

The calendar is where you can see all your appointments, another user's appointments that you have access to, and create new appointments.

Q-log and Tasks

The Q-log where you can send new messages, view current messages and respond, and view your archived messages. You can also view your tasks, so that you can manage your task list and add tasks on the go.

Mobile App for Android Devices

Download the BestNotes app from Google Play now (Apple App available on iTunes). With the new BestNotes mobile app you can harness the power of BestNotes on the go to:

Create, edit and access your contacts
Modify your MyList and Quicklists
View contact's demographic information
Make notes on the contact activity log
Using the Review Log add your digital signature to documentation requesting your signature
Create, edit and access calendar appointments
Create, edit and review the Q-log and tasks
Access and review completed applications (for those with the correct permissions)

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