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.

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 or from any existing customer or location record.

Add notes from Contact Hub

Open Contact Hub, then click the Active tab.
Search or filter for the contact you want to update.
Click the name of the contact to open it.
On the Contact Details drawer that opens, click Notes > + Add Note.
On the Add Note side panel that opens, enter the note.
When finished, click Add Note.

Add notes from a customer or location

Open the customer or location record, then click Edit or View more f from the Contacts section.
On the All Contacts screen that opens, click the name of the contact to open it.
On the Contact Details drawer that opens, click Notes > + Add Note.
On the Add Note side panel that opens, enter the note.
When finished, click Add Note.

Edit or delete a note

You can edit or delete contact notes from Contact Hub or any existing customer or location record.

Edit or delete notes from Contact Hub

Open Contact Hub, then click the Active tab.
Search or filter for the contact you want to update.
Click the name of the contact to open it.
On the Contact Details drawer that opens, click the Notes tab.
Hover over the note and click Delete or Edit .

Edit or delete notes from a customer or location

Open the customer or location record, then click Edit or View more from the Contacts section.
On the All Contacts screen that opens, click the name of the contact to open it.
On the Contact Details drawer that opens, click the Notes tab.
Hover over the note and click Delete or Edit .

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.

Open the Contact Details drawer and click the Note tab.
Click the Calendar to set a date range, and click Apply.
Click the Username to search or select an office employee who left the note, and click Apply.