Adding a note to a contact

Find out how to add multiple notes to a contact

Jose avatar
Written by Jose
Updated over a week ago

Multiple notes can be added to a contact using the related notes section.

Adding a note

To add a note, look for the contact you'd like to add a note and click on it.

On the contact view screen, click on Add Note.

You can add as many notes as needed to a contact.

On the note screen enter:

  • Name: the note name.

  • Body: the content of the note.

  • Relationship: automatically the note will be linked to the contact. If you'd like to add extra relationships to the note, you can do so here.

Click Save.

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