This article covers how to create a Journal note on the iPad. Journal notes are the notes captured during an interaction with a Retailer. 

Journal Notes are taken during an interaction with a customer, and are designed to capture information about the sales call - think of them as "Call Notes". This should contain information that is useful to capture that will assist with the sales process for future orders -i.e. capturing information about a customer, ie their dog died, their neighbor won lotto, their husband lost his job etc - information you can use to build rapport with a customer. You can then easily scan the last one or two sets of call notes before you walk into your next sales call with this customer in a months time and know exactly what happened last time.

These journal notes should not be used to store Order Note information for an order, like delivery instructions etc, that should be stored on an Order Note instead.

To create a Journal note;