Using the Contacts Notes tab

The Contacts Notes tab provides a quick way to create and view notes about a contact at-a-glance.

In the Write Note section, you can review the note history of an individual contact ad create new notes. To create a new note, type up a message into the text field, attach a link, file, or image, and select a note type from the dropdown list. Finally click the red Send button.

You can email someone a note from the Write Note section by clicking the envelope (✉️) icon to the right of the note.

In the Activity Feed section, you can view all recent note and activity history for the contact.