In Whippy, you can add notes to contacts to provide additional information that is visible to all users. This feature is useful for keeping track of important details about a contact. Follow the steps below to create a contact note:
1. Navigate to your Contacts
Go to the Whippy Contacts by clicking https://app.whippy.co/contacts This will take you directly to your list of all contacts.
2. Select the Desired Contact
From the list, click on the contact you want to add a note to. This will open the contact's info tab to the right.
3. Add a Note
In the contact information tab on the right side of the screen, find the section for notes. Enter the text you wish to leave as a note.
4. Confirm the Note
After typing your note, confirm its creation by clicking the pencil icon.
5. Completion
Your note has now been added to the contact's profile. All users will be able to view this note when they access the contact's details.
