Contact notes are a great way to leave yourself messages and information about your contact. We've had conversation notes in the message timeline and now we also can leave notes in the contact card on the conversations page.
Leave a note under the "contact card" section of your contacts. It's easy and you can leave really insightful information like "Don't call this contact, SMS only"
@Mentions
You can tag teammates directly in contact notes from the right sidebar. Mentions are saved with the note and visible to other members, making it easy to loop in the right person and keep context attached to a contact.
Adding a mention
Open a contact and locate the Notes section in the right sidebar.
Click the note input field. You'll see the placeholder text "Type @ to mention".
Type @ and begin typing a teammate's name to open the member selector dropdown.
Select the teammate you want to mention.
Finish your note and submit it.
What to expect
The mention is saved as part of the note and visible to other members with access to that contact.
The member selector reuses the same @mention experience available in Conversations.
You can include mentions alongside other note content, such as emojis or free-form text.
Editing or removing mentions
To update a note that contains a mention, edit the note directly from the Notes section in the right sidebar. You can remove a mention by editing the note and deleting the tagged name before saving.
Next Steps
Keep things moving, and add as many notes to your contact record as you like.
Search for this contact from another inbox in your Organization and your note will follow
Use the "more" & "less" button to view all notes or just the most recent two
Frequently Asked Questions
Are contact notes Organization-wide?
Yes, they are, you can see your colleague's notes and vice versa!
How many notes can I add to a contact?
There is no limit!
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].