Meeting
Customer visit
Notes + visit template
# CustomerDaFi Hybrid Daily PlannerWork & everyday life / Android
What makes it hybrid
Handwriting + typed notes.
Together on the same page.
Keep meeting notes, daily plans and to-dos in one planner. Write on PDF pages with your pen, add typed notes, and organise your work with photos, tables and tags.
Explore the tools How do they work together? ↗In development for Android. Not yet available on Google Play.Explore a full page ↗
01 / Two ways to write on one page
Typed text and handwriting in one workspace.
Type your meeting summary and use a digital pen to record ideas and decisions on the same daily page. Organise text, handwriting, tables and diagrams in one workspace.
- Select KEYBOARD and tap the page to create a text box.
- Switch to PEN to write on the same PDF note page.
- Complete your note with tables, images and tags.
The example combines typed text with blue handwriting. The stylus beside it illustrates writing on a tablet.
Handwriting + typed notesIllustrative view
Usage examples built with original planner templates and illustrative interfaces. Notes and website shortcuts are fictional.
Within a single page
One page.
Three ways to use it.
Explore three ways to use the approximately 15 × 20 cm Daily Note Page. Each example combines readable text with room for more notes. Choose a layout and enlarge it to see the details.
Three different layouts
A day from my pen
This example contains a brief meeting note and three reminders, all written by hand. Generous line spacing leaves room for additional notes.
Handwriting
The page has a 15:20 width-to-height ratio; its physical size on screen varies by device. These are fictional usage examples. You can adjust text size and layout to suit your preferences.
15 cm
Approximately 15 × 20 cmIllustrative page layout
Work and everyday life
Professional plans.
Personal priorities.
Work tracking and personal planning each find their place in the same planner.
Useful after the meeting, too
Meet. Take notes.
Decide what comes next.
Take notes in a customer meeting, add a photo or form, and tag the page. Plan the next task, then find the meeting notes by tag and date when you return.
Take notes → Add a photo or form → Tag the page → Plan the next task → Find the note again.
- Meeting notes and a customer visit template
- Find your notes by tag and date.
- Tasks, repeats and calendar reminders
Calendar reminders require the relevant device permissions and a selected calendar account.
Sample daily workflow14 October
Next step
Prepare the quotation
Task + calendar reminder
Work trackingTime for yourself
Evening walk
Personal plan + daily note
# PersonalThese examples were created for illustration.
Write on photos
Your photo and your decisions
on the same page.
Add a photo with its proportions intact, crop it if you choose and write over it. Keep product, sample or field photos together with your decisions on the same daily page.
During a sample review: Photograph the texture, crop the relevant area, mark important details with your pen and write the next step beside them.
- 01Add your photo.
Use ADD → Camera or choose an image from your gallery or files.
- 02Crop the area you need.
Select a rectangle, or use DRAW TO CROP to define a freeform area, then save.
- 03Write on it with your pen.
Mark details and type your decision beside them. Keep the image and notes on the same page.
Notes, tags, meetings
Separate projects.
Connected information.
Customise the 18 shortcuts in Websites on the second page with a name, logo or image of your choice. You can also add a To Do page for a website.
Your logos, links and short introductions.
Newspapers, favourite websites or suppliers: attach a web address to a logo and open it with a tap. Use the following introduction pages for logos, short descriptions and links.
Give your notes contextIllustrative view
Explore interactive examples of tags and links between customer visits.
Website shortcuts are shown here with fictional examples. Customize your links in the app; filter notes with tags.
03 / Find information quickly
The right note,
with the right tag.
Assign your own tags to a handwritten page. Use tags and dates in SEARCH to find the relevant meeting notes without remembering the title or exact date.
1 / Tag a sample note
You can select more than one tag.
2 / Find the records you need
Find it faster
Reach the relevant notes through a tag without remembering the title or exact date.
Make multiple connections
A meeting note can appear under both Sample and Follow-up.
See it alongside your plans
Page tags also help you filter calendar entries.
Tags assigned here change only the fictional records on this page.
The years change. your notes stay with you.
Two years together.
Your history within reach.
Organise current notes in the active planner and view records from earlier years in yearly archives. The example below shows how the years relate. Usage rights depend on the conditions for each year.
This example illustrates the planned use of the 2027 and 2028 planners. Editing rights depend on validated purchase and license conditions for each year.
Archives and purchase entitlements are separate. Protect important records with independent backups; restoring a purchase alone does not recover notes or audio.
Explore two active years and archives ↗9 Daily note layouts
A layout
for every note.
Lined, grid, blank, Cornell or hourly. Choose a page for the way you work. Changing the background preserves the position and content of existing notes.
Settings → Daily note page. Enlarge the original PDF page and the lined, grid, blank, Cornell and hourly page background examples.
Meeting notes
From idea to decision.
Capture it with your pen.
Record ideas, decisions and connections by hand in DaFi during a meeting. Highlighter marks and task links make it easier to return to the relevant notes afterwards.
- 01
Open the day's page
Use TODAY or the date picker to go to the meeting date.
- 02
Write directly with a digital pen
Choose the pen style, colour and width, then put your thoughts on the page.
- 03
Highlight decisions and the next step
Mark them with the highlighter; add a task and calendar reminder if needed.
Fictional notes added to the blank daily template. No personal records were used.
A planner that fits your device
Focus in portrait.
Space in landscape.
Write with your digital pen in portrait or landscape. On sufficiently wide tablets, enable the two-page view in landscape. Two consecutive daily pages appear side by side, with both toolbars on the left.
Portrait / landscape useTwo pages on a wide screenFill the available space with portrait Auto fit
Explore display options ↗Two-page layoutOriginal english PDF pages
Portrait and landscape examples.
Sharing and readable archives
One page.
Share as much as you need.
Share an entire daily note page or just a selected area as PDF or PNG. Create a PDF archive containing only pages with notes across the planner.
A PDF is an archive for viewing and sharing. Use a separate full planner backup to restore editable notes.
Handwriting·Typed notes·Tables·Calendar·Audio recordings·A layout of your own
Adapts to the way you work
Capture information.
Put it to work.
01 / Write with your pen
Digital pen.
Direct note-taking.
Ballpoint, fountain, pencil and highlighter styles offer different ways to write, draw and highlight on your daily page.
Decision: prepare a sample.Lasso · move · resize
Take handwritten meeting notes ↗02 / Organise
Tables and forms.
Structured information.
Style tables and forms with 20 automatic light/pastel combinations, 7 dark combinations or 40 manually selectable tones. Apply row and column colours separately; the most recent choice takes precedence where they intersect.
Customer visitIllustrative usage example
- Company Name
- Sample customer
- Person met
- Purchasing team
- Decision
- Send a sample
- Next Meeting
- 23 October
03 / Listen
Voice Notes.
Capture what matters in five minutes.
Record up to five minutes of audio in each new voice note. Pause and resume while keeping track of the time remaining. Manage recordings by title and actual file size.
You can record and listen to voice notes. You can manually add transcript text to recordings or edit existing text.
Short Voice Note guide ↗Voice notes
Capture what comes to mind,
in your own voice.
You can record and listen to voice notes. You can manually add transcript text to recordings or edit existing text.
- Record and listen.Each new recording allows up to five minutes of audio. Paused time does not count towards this limit; resuming continues with the time remaining.
- Add text manually.Use Add / Edit Transcript to enter your own text or edit existing text.
- Link to the daily page.A recording started on a daily page stays linked to that page when you navigate elsewhere. Changing the link does not delete audio or text.
Voice notesIllustrative view
Short note after a meeting · Fictional example00:42 / 05:00Recording list
Active time: 42 secondsTime left: 04:18
StartPauseStop
Minimize WindowSend to BackgroundVoice Note List
Brief note after the meeting
Page link: 14 October · Daily Note Page
Manually added text
Add / Edit Transcript
Example: I wrote this meeting note myself; I will call again on Friday.
Open full text
We agreed on the blue sample. Deniz will share the measurements. I will call the customer on Friday to confirm the delivery plan together.
The transcript in this example was added manually. In the app, you can open and edit the full text.
This example explains the recording workflow and does not use your microphone. Transcripts are not created automatically during recording.
Think in color
Choose a color.
Change your perspective.
Colour any row or column in your table with one of 40 shades. Or apply automatic light or dark colours across the whole table.
1. Choose the row or column you want to colour.
2. Apply a colour to your selection.
Colour the entire table automatically
Light colours give each row or column a different pastel shade; dark colours alternate between two shades. Press again to try another combination.
Changes to this example appear only on this web page. In the app, each row and column has its own Colour button. Your choice updates the preview immediately and is stored with Save or Add.
Table exampleFictional content
Where a row and column intersect, the most recently applied colour is shown. Remove colour clears the fill from the entire selected row or column. Automatic colours replace all table fills. The same rules apply to header cells.
Step by step
Five steps to
your DaFi workflow.
Explore opening a page, writing, organising, planning and backing up alongside the user guide.
01 / Open your page
Start with today.
Use TODAY to open today’s daily page. Choose another day with the date or page button; fit the page to your screen with Auto fit.
- Open Daily Notes from the cover.
- Find the day with TODAY or the date picker.
- Fit with Auto fit; disable the lock to pinch to zoom.
Settings → planner registration
Your setup.
One place.
Explore account, country, date range and appearance preferences. Tap a heading to read about the corresponding setting.
Small details, a smooth flow
Made for your way.
Throughout your day.
Discover details that make daily use easier: voice-note page links, toolbar sizes and your personal appearance preferences.
Manually added transcript preview
Read your manually added transcript alongside the recording on wide screens or below it on narrow screens.
Review the scope ↗Seven-step Quick Setup
Set your country, personal details, account, backup, cloud, calendar and theme preferences in one flow.
Review the scope ↗DaFiOS / DaFiOS Black
Personalise your cover with DaFiOS or DaFiOS Black.
Review the scope ↗Two countries, two clocks
Clocks for your selected countries are available on every cover, including Lucky.
Review the scope ↗Write comfortably over forms
Write along the edges of a form with the pen; use Selection to move and resize it.
Review the scope ↗Membership and cloud accounts
Manage DaFi membership and cloud access separately. A shared planner requires the same cloud account and planner group.
Review the scope ↗The guide explains daily tools and the steps for managing your data.
Add → Insert Ready-made Form
Your visit form,
ready from day one.
Choose the Customer Visit Form from the list without creating your own template first. The new form is placed near the top-left of the page. Previously added forms are preserved.
Write across form edges and corners in PEN mode. Switch to SELECT to move or resize from all four corners. Try 20 light/pastel and 7 dark combinations for rows and columns.
Learn how to use saved forms ↗Customer visit formIllustrative view
An illustrative web example for adding a form and comparing colors. Fields and content are fictional; this is not an app screenshot.
Data management and backup
Keep your records.
Control your backups.
Notes are stored on your device first. Choose whether password-protected backups include audio; review the record count and actual total size before restoring.
Storage and backup guide ↗On-device storage
Notes are stored on your device. Draft protection is available when editing text, tasks, tables and transcripts.
Password-protected recovery backup
Create a password-protected backup with or without audio. A verified safety copy of the current planner is made before restoration.
Cloud connection status
Google Drive backup and restore have been verified in a user test. Testing of the current multi-device sync process on real devices is ongoing. Each user authorises their own Drive account; OneDrive and Dropbox are not yet available.
Control sharing and deletion.
Screen and sharing controls
Privacy Mode
Use Android's screen protection when opening sensitive meeting notes. Privacy Mode restricts screenshots and the recent-apps preview; it disables page, selected-area and PDF sharing.
Use screen and sharing restrictions when reviewing meeting notes in a shared space.
Controls screen and sharing restrictions; it does not encrypt all data. External cameras, keyboards and accessibility services may remain outside its scope. Personal backups and audio export remain available.
Explore Privacy Mode's scope ↗Against accidental bulk deletion
Protect Page
Protect important pages against accidental whole-page deletion or bulk clearing. Keep taking notes: the pen, eraser and individual note editing remain available.
Protect proposal notes against bulk deletion while continuing to add details.
Blocks bulk deletion and clearing; pen, eraser and individual edits remain available. PIN-confirmed deletion of all device data is outside its scope.
How do I use page protection? ↗Device capabilities and Android permissions can affect tool behavior. Usage examples are illustrative.
Password-protected backups use AES-GCM encryption; a forgotten backup password cannot be recovered. The planner PIN does not encrypt the local notes database or audio in external folders. A PDF does not replace an editable planner backup.
DaFi hybrid daily planner
Order for your work.
Flow for your life.
Explore note-taking, planning and calculation tools
in the same workspace.