Add, edit, or delete contact notes

Add unique customer insights or sales notes to a contact record, and edit, or delete notes when they're no longer relevant

Did you know? We're in the process of making improvements to the All contacts table and rolling it out to our customers. If your All contacts table looks different, view this article for adding and managing contact notes instead.

When you need to store information about one of your contacts that falls outside of a custom field or tag, 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.

1. From the All contacts table, search for the contact you want to edit.
2. Place your cursor over the contact's name and click the View (eye) button.
   
   
   
   
3. Enter your content into the Notes field and click the Save button. You can create up to 150 notes for each contact, and each note can have up to 2,000 characters.
   Note: If your contact already has notes in their contact record, the last note that was created appears below the Save button.
4. Click the View full details button to further manage your notes.
   
    
    
5. Click the Notes tab.
   
   
   
   
6. You can add a new note, or in the Past notes section, click the:

• Pencil icon - This lets you edit the content of a note. Click the Save button when finished.
  
   
   
• Trash can icon - This lets you delete a note. Click the Delete note button to confirm the action.
  
  
  
  

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

Questions?