Add a Note to a Contact

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Adding a note to a contact record is a helpful way to remember an important detail about the person. Notes automatically include a date and time when you save them.

  1. Find your contact and click on the More icon and choose Notes

  2. Enter your note and click the Save button.

  3. You can edit or delete your notes later by going to the Notes section (Step 1) and clicking on an individual note.

  4. You can now Edit or Delete the note.