Add and manage notes for an individual contact

Add unique customer insights or sales notes to the contact record for each contact, and view edit, or delete notes after they're created

When you need to store a little bit more information about one of your contacts, just add a note to their contact record. It's a great way to track where customers are in your sales funnel, or add valuable insights about your customers and supporters.

To access notes for an individual contact:

1. Click Contacts > All contacts.
2. Click the Contacts tab.
3. Search for the contact you want to add the note to.
   
   
    
4. Next to the contact, click . . . > View.
   
   
    
5. From the Contact Details overlay, you can take the following actions:

• Add a new note
• View notes
• Edit a note
• Delete a note

Add a new note

You can create up to 150 notes for each contact, and each note is stamped with the date and time it was added, so you don't have to include it.

1. From the Contact Details overlay, click Notes.
2. Enter your note into the field. Each note can have up to 2,000 characters.
3. Click Save.
   
   
    
4. When finished, click the X to return to the Contacts dashboard.
   
   
    

Did you know? When you export your contacts, you can choose what information you want to export, including notes!

View notes

1. From the Contact Details overlay, click Notes.
2. Review the notes for the contact. Notes are listed from newest to oldest.
3. When finished, click the X to return to the Contacts dashboard.
   
   
    

Edit a note

Fix typos or add more content to an existing note anytime. When a note is changed, it's labeled as "edited."

1. From the Contact Details overlay, click Notes.
2. Click the pencil icon next to the note you want to edit.
   
   
    
3. Update your note content.
4. Click Save.
   
   
    

Delete a note

Have outdated information or reach the 150 note limit for a contact? You can delete notes as needed! When a note is deleted, it can't be undone.

1. From the Contact Details overlay, click Notes.
2. Click the trash can icon next to the note you want to delete.
   
   
    
3. Click Delete.
   
   
    

Questions?