Contact Notes

You can keep track of detailed contact information by using the Contact Notes feature.

What are notes?

Notes allow you to store detailed information about a contact using a WYSIWYG editor. For example, if you have a phone call with a contact and they mention their preference for receiving calls after 3:00 PM, you can store that in a note.

In addition to the note content, you will be able to keep track of...

  • When the note was added
  • Who it was added by
  • When was the last time the note was edited
  • Type of notes: Note, Call, Email, and Meeting

Adding a note...

To add a note go to the contact record, on the second column you will find three tabs(Activity, Notes, Files), click the Notes tab.

You can then enter the content for your note, select a note type and click [ Create ]

Editing a note...

To edit a note click the verticle ellipsis(three dots) and select Edit. You can then edit the note content and save any changes.

Deleting a note...

To delete a note click the  verticle ellipsis(three dots) and select Delete. 

You will be asked to confirm.

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