The Person Profile Notes feature is your private digital notepad for each contact. Keep track of important details, conversation logs, or personal reminders right on a person’s profile page, ensuring all key information is stored in one convenient place.
This guide covers:
- Locating the notes section on a person’s profile.
- Adding a new private note.
- Saving your notes for future reference.
- Viewing all notes attached to a profile.
You’ll have a complete history of all your important contact interactions organised and right at your fingertips. Too easy!