Add a note to a Contact

Add a note to a Contact

This article will guide you through adding a note to a contact.

  • Locate the contact
Info
See "Search Contacts" for help on locating your contacts
  • There are three places you can add a note for a contact:
    • Click on the red plus button in the top right of the page
    • Select note
    • Start typing your note in the text box on the first page
    • Click on the Notes tab on the left as below
    • Select the green Add Note button on the right
               
  • Complete the Required fields (marked by an asterisk) 
  • Click into the Listing box to search an address if the note relates to a particular listing
  • Click on the green Save button at the bottom of the page