Add a Note to a Contact Record

Notes are a good way to keep track of your communication with your contacts. Notes that are manually entered into the system may be edited and will be bold. Automatic notes may not be edited. Automatic notes include things like, emails sent, opt-in status changes, Intelligent Link information, etc.

Learn about pinning important notes by clicking here.

To add a Note to a Contact, from the Contact click the Add Note Button.

To add a Note to a Contact, from the Contact click the Add Note Button.

Type your note and then click Save.

Type your note and then click Save.

Notes that are manually entered into the system may be edited by clicking on the Date Stamp next to the note.

Notes that are manually entered into the system may be edited by clicking on the Date Stamp next to the note.