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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.


Firstly

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"

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Next Steps

  1. Keep things moving, and add as many notes to your contact record as you like.

  2. Search for this contact from another inbox in your Organization and your note will follow

  3. Use the "more" & "less" button to view all notes or just the most recent two

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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!


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