Manage notes and activities for a contact

On the Actions tab of a contact you can add, pin and delete notes. This gives you a chronological overview of all interactions.

Add a note

1. Go to Contacts;

2. click the contact you want to add a note to;
3. open the Actions tab;
4. type your text in the field below Add note;
5. click Add note to save the note.

Pin or unpin a note

1. Click Pin next to the note to highlight it at the top, or click Unpin to remove the highlight.

Delete a note

1. Click Delete next to the note.

The Send email and Create task buttons are not yet available and will be added in a future release.