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Notes on Contacts
Notes on Contacts

'Notes' are digital sticky notes for you to store information on your contact records. Here you'll add, edit or delete notes.

Katie Williams avatar
Written by Katie Williams
Updated over a week ago


1. Within a contact record click on 'Notes'

Within a contact record click on 'Notes'

2. Click on 'Add Note' to add a new note

Here you'll add new notes and see all notes historically added to this contact record.

Click on 'Add Note' to add a new note

3. Next, edit the name of your note by selecting the 'New Note' text and replacing it with your desired title

For the sake of this documentation, I'll use: "Notes on 2024 trips for Noska Family"

Note: you'll notice we're autosaving this page which you're alerted to in the upper righthand corner next to the disc icon.

Next, edit the name of your note by selecting the 'New Note' text and replacing it with your desired title

4. Next, edit the description of your note for further context by clicking into the description box itself

The description is the crux of what you want this note to tell you. See below for an example.

Next, edit the description of your note for further context by clicking into the description box itself

5. No need to click save because this page autosaves for you

You'll always see the last time a note was saved in the icon below and then it will turn into a disk when it's been autosaved completely.

No need to click save because this page autosaves for you

6. To click back to all notes on that contact, click the back arrow

To click back to all notes on that contact, click the back arrow

7. To delete a note, simply click the three ellipses in the note

To delete a note, simply click the three ellipses in the note

9. To edit a note, just click into the note itself and edit as needed

To edit a note, just click into the note itself and edit as needed
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