Recording audio notes on mobile apps

Insightly's mobile Audio Notes feature lets you add a note to an Insightly record with an attached audio file recorded from your mobile device's microphone. You can record up to 60 minutes of audio for each file, letting you capture voice notes and record meetings.

To record an audio note:

  1. Select the Related tab on a record.


  2. Tap the + symbol to add a new note and select the “Note with recording” option.


  3. Type a name for the note, and tap the circle to begin recording. You’ll see the waveform appear as audio is being recorded.


  4. You can pause the recording by tapping the circle again, then again to resume.
  5. You can also tap the arrows icon in the upper right of the recording screen to minimize the controls and continue working. To return to the recording controls, tap the microphone icon. (The microphone icon appears in the upper left in iOS.)


  6. To save the recording, pause by tapping the circle and then tapping Done.


  7. You'll return to the New Note screen, which will display the attached audio file. Click Done to save the note.


Your saved note can be accessed from the record's Related tab, and you can listen to the audio recording by tapping the attachment.

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