User Guide: Managing Notes

Overview

Notes help you track interactions, conversations, and important information about your contacts. Each note is securely stored and can only be viewed by authorized users.

Creating a Note

To add a note to a contact:

1. Navigate to the contact's detail page.
2. Click on the "Add Note" button.
3. Enter your note content in the text area.
4. Click "Save" to add the note.

Note: Each new note costs 1 credit from your account.

Viewing Notes

All notes for a contact are displayed chronologically:

1. Go to the contact's detail page.
2. Scroll down to the Notes section.
3. Notes are shown with the newest notes appearing first.
4. Each note shows the creation date and time.

Note Security

Your notes are protected with encryption:

• All note content is encrypted before being stored in the database
• Notes can only be accessed by authorized users
• The system maintains a secure record of all notes

Best Practices

For effective note management:

• Keep notes concise and relevant
• Include key details from conversations
• Note important dates or deadlines
• Record customer preferences or requirements
• Document next steps or action items

Note Activity

Adding a note automatically:

• Updates the "Last Contacted" date for the contact
• Records the user who created the note
• Logs the activity in your recent activities

Project Documentation

Use notes effectively for project-related communication:

• Document project discussions with linked contacts
• Record project milestones and decisions
• Track client feedback on project deliverables
• Maintain communication history for project context

When contacts are linked to projects, their notes provide valuable project documentation and help maintain a complete record of all project-related interactions.

For any questions about using the notes feature, please contact support.