Notes help you remember conversations, updates, and important details about each person.
1. Open the contact
Go to Contacts, then click the name of the person you want to update.
2. Scroll to the Notes section
You’ll see a clean text box where you can add new information.
3. Add your note
Write anything you want to remember:
- Conversation details
- Promises or commitments
- Personal preferences
- Meeting summaries
- Quick reminders
4. Save the note
Click Add Note (or Save, depending on your setup).
5. Notes appear instantly in the history
Each note becomes part of the contact’s timeline so you can always look back.