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Adding Notes on a Contact

As an admin, you can add your ‘notes' to your contacts if you want to save any pointer about the contact. For example, as an admin, I want to add a note on one of my contacts to keep records. To do that, follow these steps:

  • Log In as an admin

  • Go to Contacts Plugin in the left menu

  • Search and select the contact you want to add a note on

  • In the contact details, go to notes text box

  • Add your ‘Add a new note’ in the given text area

The note will disappear from the ‘Details’ tab and saved in ‘Notes’ tab. Please see the image below for your reference

  • Click on ‘Save’ button

  • To view the saved note, click on ‘Notes’ Tab on contact details form

General Note:

As an admin, you can add a general note for a contact. To add a general note, please follow the steps:

  • Log In as an admin

  • Go to ‘contacts’ in the left menu

  • Select the contact you want to add new general note to

  • Click on ‘Notes’ tab on the contact details

  • Click on Actions

  • In the dialog select note type as General from the dropdown

  • Add your General Note text

  • Click Save

Outcome: Your general note will be added on contact

Please see the image for your reference for added general note:

Special Note:

As an admin, you can add a special note for a contact. To add a special note, please follow the steps:

  • Log In as an admin

  • Go to ‘contacts’ in the left menu

  • Select the contact you want to add new special note to

  • Click on ‘Notes’ tab on the contact details

  • Click on Actions

  • In the dialog select note type as Special from the dropdown

  • Add your Special Note text

  • Click Save

Outcome: Your general note will be added on contact and it will populate in the ‘Course Plan’ Report

Please see the image for your reference for added Special note:

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