Adding Person Profile Notes

    

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!