---
title: "Add notes to a contact record in Contact Management"
slug: "add-notes-to-a-contact-record"
updated: 2026-03-31T11:21:52Z
published: 2026-03-31T11:21:52Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add notes to a contact record in Contact Management

Overview

Add notes to contacts to share important information with the office employees while keeping everything centralized and accessible.

---

### 

#### Who uses this feature

- Office employees
- Applies to all business types
- Applies to all trades

#### Feature configuration

- This feature is currently in Early Access and is subject to change.
- Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback [here.](https://forms.gle/rGECti9p96i5wSmu7)

## 

## Things to know

- Notes and memos serve different purposes. A memo is added to a contact method, and you can only have one memo for each contact method. Memos show up on the office and mobile sides. Notes are added to contacts, and you can have multiple notes for each contact. They are visible only on the office side.

## Add a note

You can add notes to contacts from [Contact Hub](/v1/docs/manage-contacts-from-contact-hub) or from any [existing customer or location record](/v1/docs/manage-contacts-from-customer-and-location-records).

**Add notes from Contact Hub**

1. [Open Contact Hub](/v1/docs/manage-contacts-from-contact-hub), then click the **Active** tab.
2. [Search or filter](/v1/docs/manage-contacts-from-contact-hub#search-and-filter) for the contact you want to update.
3. Click the name of the contact to open it.
4. On the *Contact Details* drawer that opens, click **Notes > + Add Note. ![add a note to a contact](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-36gab71w.jpg)**
5. On the *Add Note* side panel that opens, enter the note.
6. When finished, click **Add Note**.

**Add notes from a customer or location**

1. Open the customer or location record, then click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-3xscrp44.png)**or**View more**[f](/v1/docs/manage-contacts-from-customer-and-location-records)[from the Contacts section](/v1/docs/manage-contacts-from-customer-and-location-records).
2. On the *All Contacts* screen that opens, click the name of the contact to open it.
3. On the *Contact Details* drawer that opens, click **Notes > + Add Note.**
4. On the *Add Note* side panel that opens, enter the note.
5. When finished, click **Add Note**.

## Edit or delete a note

You can edit or delete contact notes from [Contact Hub](/v1/docs/manage-contacts-from-contact-hub) or any [existing customer or location record](/v1/docs/manage-contacts-from-customer-and-location-records).

**Edit or delete notes from Contact Hub**

1. [Open Contact Hub](/v1/docs/manage-contacts-from-contact-hub), then click the **Active** tab.
2. [Search or filter](https://help.servicetitan.com//4Is3hD0eg4sWw5AMVliDlq) for the contact you want to update.
3. Click the name of the contact to open it.
4. On the *Contact Details* drawer that opens, click the **Notes** tab.
5. Hover over the note and click **Delete ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-3wyq97y8.png)** or **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-erjqkjcz.png)**. ![Edit or delete a note in CM](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-ofpco8si.jpg)

**Edit or delete notes from a customer or location**

1. Open the customer or location record, then click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-w4pgsjq4.png)**or**View mo**re[](/v1/docs/manage-contacts-from-customer-and-location-records)[from the Contacts section](/v1/docs/manage-contacts-from-customer-and-location-records).
2. On the *All Contacts* screen that opens, click the name of the contact to open it.
3. On the *Contact Details* drawer that opens, click the **Notes** tab.
4. Hover over the note and click **Delete ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-z4ppep6e.png)** or **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-l3g76v69.png)**.

## Find a note

If you are looking for a specific note for a contact, you can use the *Date*and *Username*filters to locate it quickly. This is especially useful when the contact has multiple notes assigned to it.

1. Open the *Contact Details* drawer and click the**Note** tab.
2. Click the**Calendar** to set a date range, and click **Apply**.
3. Click the **Username** to search or select an office employee who left the note, and click **Apply.** ![find a note in CM](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-to-a-contact-record-image-hxnuv9sz.jpg)

## 

## Want to Learn More?

- See [Manage contacts from Contact Hub](/v1/docs/manage-contacts-from-contact-hub)
- See [Manage contacts from customer and location records](/v1/docs/manage-contacts-from-customer-and-location-records)
- See [Create a contact record](/v1/docs/create-a-contact-record)