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General

Getting started Creating content Installing plugins Customizing upper bar Customizing bottom bar Changing template Try the app Changing Rules Changing Logo Accessing Web App
Changing the design Customizing Design Typography Button Colors Hiding an element Resizing, Rotating & Cropping Images Marketplace App Designs
Add a sidebar menu Creating a sidebar Customizing the sidebar Restoring default sidebar
Create intro slides Setting up intro slides Duplicating a slide
Workstations Understanding Workstations Mail Groups & Accounts
Publishing your app App Store Submission App Icon App Store Description Keywords Screenshots Startscreen Google Feature Graphic Apple Guidelines All Set, Submit
Custom web-app domain Setting Up Custom Domain Domain Redirects
Account & Help Troubleshooting Granting Support Access Manage Subscriptions Changing Account Info Restart from scratch

Videos

Mastering the content editor Pixel perfect design Setup your E-Commerce Store Configure your booking engine Event-System / Drop-In

Popular

App Store Submission Creating Push Notifications Typography Changing template Changing Rules

Business Modules

E-Commerce / Shop Setting Defaults Creating Articles How to Design Product Pages? Making Orders Receiving Orders - Workstations Receiving Orders - Admin Viewing Results & Stats Restrict Countries Enabling Loyalty Points Adding Variations and Modifiers Using Ingredients Enabling Tips Enabling Customer Ratings Setting up Upsell & Cross-sell Setting up Packages Enabling Value Added Taxes Enabling Shipment Costs More Customer Data
Event-System / Drop-In Creating Event Categories Creating Events Adding to Content Making Event Bookings Event Bookings on Workstations Event Overview in Admin
Real-time Chat Setting Up Live Chat
Reservation & Booking System Setting Defaults Creating a Predefined Booking Creating a Flexible Booking Restaurant Booking Apps Hourly Bookings Daily Bookings Making Bookings Receiving Bookings - Workstations Receiving Bookings - Admin Viewing Results & Stats

New

Custom Developer Accounts Introduction / FAQ
Creating an Apple Developer Account Create an Apple-ID Enrollment / Account creation Individual / Sole Proprietor Company / Organization Inviting Zappter to your Apple Developer Account Creating your first app and app identifier Create an Apple Distribution Certificate Creating your provisioning profile Creating an Apple Push Certificate
Creating a Google Developer Account Create a Google Account Creating a Google Developer Account Google ID Verification Inviting Zappter to your Google Developer Account Granting API-Access to your Google Developer Account
App Submission Renewing Push-Certificate
Bexio Integration Obtaining an API-Key
Forum Setup your EULA Forum settings Create forum categories Adding a forum widget
EULA Generator Creating an EULA Display EULA in the app
Tags & Filters Creating tags Assign tags to elements Add filters & dropdowns

More Tutorials

Accordion Adding Accordion to Content
Add a sidebar menu Creating a sidebar Customizing the sidebar Restoring default sidebar
Age Clearance Setting Up Age Clearance
App-Banner Setting Up Using App Banner
Apple SignIn Integrating Apple
Article Groups Article Groups Managing Article Groups Using Article Groups Ordering - Mobile
Audio Player Adding to Content Sample on the Mobile Device
Audio Stream Adding Audio Steam to Content
Bexio Integration Obtaining an API-Key
CRM - Custom Fields Extension Creating Custom Fields Custom Field Example Configuring Custom Fields Using Custom Fields Custom Fields on Sign-up Page
CRM - Email Extension Sending Emails from Profiles
CRM - File Extension Profile Attachments Adding Quick-access in Bottom Bar
CRM - Notes Extension Adding Notes to a Profile
CRM - Tags Extension Tagging Profiles User targeted content
Categories Creating Pages Creating Categories Creating Subcategories Linking Categories Creating User-targeted Content Limiting to Registered Users Only Upperbar & Bottombar Categories Horizontal Scrolling Pages Google Maps Marker
Checkable Content Adding checks
Color-Picker Using Color Picker
Colors Setting Color Schemes
Contact Form Customizing Contact Forms Adding Contact Form on Content
Cookie Policy Generator Generating Cookie Policy Adding to Sidebar
Covid Tracing Plugin Setting Up COVID Tracing
Create intro slides Setting up intro slides Duplicating a slide
Custom Developer Accounts Introduction / FAQ
Creating an Apple Developer Account Create an Apple-ID Enrollment / Account creation Individual / Sole Proprietor Company / Organization Inviting Zappter to your Apple Developer Account Creating your first app and app identifier Create an Apple Distribution Certificate Creating your provisioning profile Creating an Apple Push Certificate
Creating a Google Developer Account Create a Google Account Creating a Google Developer Account Google ID Verification Inviting Zappter to your Google Developer Account Granting API-Access to your Google Developer Account
App Submission Renewing Push-Certificate
Custom Form Rule Creating Form Rules Using Form Rules
Custom Payment Rules Creating Payment Rules Using Payment Rules
Custom web-app domain Setting Up Custom Domain Domain Redirects
Customize Bottom Bar Customize bottom bar Bottom Bar on Mobile App User Profile
Datatrans Integrating Datatrans Adding Datatrans Rule
Date Slider Creating Date Slider Adding Date Slider
DeepL Setting Up DeepL
Delivery System Setting Up Delivery Sys
Disable upper distance Setting Up
Document Uploader & Embedder Setting Up Doc. Uploader
E-Commerce / Shop Setting Defaults Creating Articles How to Design Product Pages? Making Orders Receiving Orders - Workstations Receiving Orders - Admin Viewing Results & Stats Restrict Countries Enabling Loyalty Points Adding Variations and Modifiers Using Ingredients Enabling Tips Enabling Customer Ratings Setting up Upsell & Cross-sell Setting up Packages Enabling Value Added Taxes Enabling Shipment Costs More Customer Data
EULA Generator Creating an EULA Display EULA in the app
Epic Games OAuth Integrating Epic
Event-System / Drop-In Creating Event Categories Creating Events Adding to Content Making Event Bookings Event Bookings on Workstations Event Overview in Admin
Facebook OAuth Integrating Facebook
Favorites Setting Up Favorites Turning off Favorites
Formgenerator Setting Forms Defaults Creating Forms Assigning Forms Inline Forms - App Content Form Buttons - App Content Forms in Mobile
Forum Setup your EULA Forum settings Create forum categories Adding a forum widget
Gallery Using Gallery
Gastro Article List Showing the list
Github OAuth Integrating GitHub
Google Analytics Setting Up Google Analytics
Google Maps Adding Google Maps Using Markers with Categories Maps on Mobiles
Google OAuth Integrating Google
Google Tag Manager Integrating Google Tag Manager
Google Translate - By Zappter Enabling Non-API Translation
Horizontal Scrolling Adding Horizontal Scrolling
Hotjar Integrating Hotjar
Howler Audio Player Adding Howler Audio Player
Hubspot Chat Integrating HubSpot Chat Customizing Chat Widget
IP-Address Limitation Setting Default Messages Adding IP-Limit Rule
Iframe Element Creating Iframe
Image Zoom Enabling Image Zooming
Ingenious QR-Codes Creating QR-Codes Managing QR-Codes Using Your QR-Code / Link
Ingredient System Creating Ingredients Creating Ingredient Groups Assigning Ingredients Ordering with Ingredients Viewing Results in Stats
Inline Video Adding Inline Video
Instagram Integrating Instagram Adding Instagram Feed
Internal Inventory Tool
Landing Pages Creating Landing Pages QR Code, Link & Iframe
Legal Disclosure Generator Generating Legal Disclosure Adding to Sidebar
Levitating Shopping Cart Setting Up Levitating Shopping Cart
Link Adding URL Links
Lottie JS Adding Lottie Animation
Loyalty Points Loyalty Points Defaults Overriding Loyalty Earnings Adding Loyalty Rule Tracking Points in Admin Buying with Points Viewing Available Points
Mailchimp Integrating MailChimp Managing Subscriptions Exporting to Mailchimp
Mailerlite Integrating MailerLite
Microsoft Azure OAuth Integrating MS Azure
Mini Golf Game Setting Up Mini Golf Game Adding to Content
Minimum Order Value Enabling Min. Order Value
Modifiers Creating Modifiers Creating Modifier Groups Assigning Modifiers Ordering with Modifiers Viewing Results in Stats
Multilingual App Adding Languages Managing Languages
Multiple Admin Users Creating Admin Users
Non-Tax Attachments Creating Non-tax Attachment Assigning Non-Tax Attachments
Opening Hours Setting Up Opening Hours
Order Export / Fulfillment Tool Creating Order Exports Managing exports
PDF Widget Displaying PDFs on Content
PayPal Integrating PayPal Adding PayPal Rule
Paymob Integrating Paymob Adding Paymob Rule
Payrexx Integrating Payrexx Adding Payrexx Rule
Permission Groups Permission Groups Creating Admin-Users Linking Permission Groups to Users
Picture Marker Using Picture Marker
Picture collection game Setting Up Adding to Content
Picture Adding Images Working with Image Gallery Enhance, Resize, Crop Images
Places Setting Defaults Creating Places Managing QR Codes Creating Events Adding Places Rule Troubleshooting Maximize Your Benefits
Privacy Policy Generator Generating Policy Text Adding to Sidebar
Promotions & Discounts Creating Promotions Promotion on Devices
Publishing your app App Store Submission App Icon App Store Description Keywords Screenshots Startscreen Google Feature Graphic Apple Guidelines All Set, Submit
Push-Notifications Setting Defaults Creating Push Notifications Enabling Push in Content Enabling Push in Slides Enable Push at App Start Checking Push Status
QR-Code Scanner Setting Up QR Code Scanner
RSS Feed Setting Up RSS Feeds RSS from WordPress Sites
Rating System Setting Up Rating
Real-time Chat Setting Up Live Chat
Recommendations Setting Up Recommendations Recommendation on Mobile
Request System Creating Requests Making Requests Receiving Requests - Workstations Receiving Requests - Admin Viewing Results & Statistics
Reservation & Booking System Setting Defaults Creating a Predefined Booking Creating a Flexible Booking Restaurant Booking Apps Hourly Bookings Daily Bookings Making Bookings Receiving Bookings - Workstations Receiving Bookings - Admin Viewing Results & Stats
Rounded Buttons Using Rounded Buttons
SMS-Authentication Setting Up SMS Authentication
SMTP Mailer Setting Up SMTP Mailer
Scavenger Hunt Setting Up Adding to Content
Search Bar Adding Search Bar
Sendgrid Integrating SendGrid
Service Stations Setting Up Service Stations Creating Service Stations
Shipment costs Setting Up Defaults Setting Shipment Rules Country Rule Shipment Tracking Setting Item Weight Shipment on Devices
Shopify CSV Connector Using Shopify Connector
Shortcuts Creating, Editing Shortcuts
Sidebar Elements Adding Sidebar Elements
Simple Inventory Setting Up Simple Inventory Tracking Inventory
Slider Setting Up Sliders
Spotify Widget Adding Spotify Widget
Stamp-System Setting Up Stamp Defaults Adding Stamp Rule Allow 'Full Price' with Stamps Adding Stamps - Workstations
Stores Creating New Stores Creating Store Content Multistore Advanced Tasks
Stripe Integrating Stripe Adding Stripe Rule
Surcharges Setting up Surcharges
Tags & Filters Creating tags Assign tags to elements Add filters & dropdowns
Tawk Chat Integrating Twak Chat
Terms & Conditions Creating Terms & Conditions Adding to Sidebar
Text in Picture Adding Text in Picture
Text Adding Text to Content
Tip & Gratuity Setting Up Tips
Title Adding Title to Content
Transfer Orders Day-end Transfers to POS
Twilio SMS Gateway Integrating Twilio SMS
Twint by Payrexx Integrating TWINT Adding TWINT Rule
Twitch OAuth Integrating Twitch
Twitch Widget Adding Twitch Widget
VIP Payment Rule Setting Up VIP Pay Rule Adding VIP Pay Rule
VK OAuth Integrating VK
Value added taxes Defining Taxes Adding Taxes VAT Reporting
Variations Variations Default Creating Variations Assigning Variations
Vbout Integrating Vbout Using Vbout
Video Adding Video to Content
Voucher System Voucher Defaults Creating Vouchers Distributing & Managing Vouchers Using Vouchers
Wallee Integrating Wallee Adding Wallee Rule
Whitelabel E-Mail Setting Up Whitelabel Email
WooCommerce CSV Connector Using WooCommerce Connector
Workstations Understanding Workstations Mail Groups & Accounts
YesStreaming Player Adding YesStreaming to Content
Youtube Channel Adding YT Channel to Content
Youtube Playlist Add YT Playlist to Content
ZIP-Code Limitation Setting Up Zip Code Limitations Adding Zip Code Rule
Zappter CRM - My Customers Managing CRM Profiles Other CRM Plugins
ePUB: E-Book Reader Setting Up ePub: E-Book Reader
Documentation

CRM - Notes Extension

Notes help your team know their customers better, deliver a rich and cohesive customer experience. Add as many Notes as your organizational standards demand.

Documentation CRM - Notes Extension
 
Adding Notes to a Profile

Click here to read the instructions.

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CRM - Notes Extension