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Adding a note to a contact’s card is very easy and just takes a few moments (depending on the length of your note).

Remember when we had you click on the contact’s name or e-mail to see their details?  Do that again if you haven’t already.

At the bottom of the screen you’ll see ‘Add a Contact Note’ or ‘Send an Email’.  Click on the first button.  The tab will slide up allowing you to include a note.  Click ‘Add’ when done.  Notice on the right under ‘Recent Activities’ your note has been added?

That’s it!!

Adding a contact note

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