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How do I add a note against a person record?
How do I add a note against a person record?

Add notes to a contact

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago
  1. Tap the People tab

  2. Go to View, select all

  3. Select the person whose record you wish to make a note against

  4. Go to the Notes tab

  5. Select Add Note

  6. Select Type

  7. Enter a Subject

  8. Enter the details

  9. Select a date

  10. Tap Add Note

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