Contact Management

How to Add a Note to a Contact Profile

Learn to add notes to your contacts and customers in your Contacts tab.

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In this article:

• Add notes
• Delete notes

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Add notes

Add and edit notes for your contacts to help you manage your customers and contacts. 

To add notes with the contact preview:

• Open the Contacts tab from your Dashboard. 
• Select the name of the contact you wish to add your note to.
• Click the … icon to open more actions.
• Click Add a note.
• Enter your desired note. 
• Then, click Add Note:

To add notes in the Contacts Profile:

• Open the Contacts tab from your Dashboard. 
• Select the name of the contact you wish to add your note to.
• Click Open full profile from their contact preview.
• Open Notes.
• Enter your desired note.
• Click Add Note:

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Delete notes

Remove notes to clean up the Contacts Profile of your contact or customer. 

To delete notes:

• Open the Contacts tab from your Dashboard. 
• Select the name of the contact you wish to add your note to.
• Click Open full profile from their contact preview.
• Open Notes.
• Locate the note you wish to remove.
• Click Delete.
• Confirm your desire to delete the note by clicking Delete again when prompted:

And that’s how you can add and delete notes for your customers!

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