Managing Notes for Contacts

Keep context, memos, and shared team information readily available directly in every profile.

What you can do

• Add, edit, or delete notes for any contact
• View the complete note history in each profile
• Tag notes for organizational purposes (e.g., "tour," "payment," "housing")

How to add a note

1. Go to Contacts and select a profile
2. Open the Notes section
3. Click New note
4. Write your text, add tags or references
5. Save

Best practice Use notes to track recurring communications, deadlines, and operational memos shared with your team. This keeps everyone aligned and ensures critical information is not lost over time.

Related guides

• Attaching documents
• Managing events and projects