Adding notes to a contact

There are two ways to add a note to a contact. This can be done via the contact search results and the individual contact.

Adding a note via the contact search results

1. Hover over the Contacts menu item and select Contacts.
2. Locate your contact in the list or search for them via their name, email, or phone number. 
3. Click on the Actions menu for the contact you would like to add a note to.
4. Select Add Note.
5. Enter the contents of your note and select the type of note being created.
6. Click Add Note.

Adding a note via an individual contact

1. Hover over the Contacts menu item and select Contacts.
2. Click on your contact in the list or search for them via their name, email, or phone number. 
3. Click Add Note.
4. Enter the contents of your note and select the type of note being created.
5. Click Add Note.