fbpx

Adding and Viewing Notes

You can easily record and view notes about people.

  1. Click on the ‘People’ tab in the menu.
  2. Find the person you want and open their profile page.
  3. In the bottom left, click “Notes”.
  4. You can view the existing notes about this person, or add a new note by clicking “Add New Note”.
  5. Once you’ve typed the note you want to add, click “Add Note” to save.

View All Help Topics