How to Add a Note to a Household or Contact

How to Add a Note to a Household or Contact

When you want to add simple information to a Household or Contact, you can use the Note card on their Summary tab.

  Warning:

  • This should not be used to record conversations or meetings.
  • Tasks and Schedule items are used to record conversations or meetings because of how they  update the SLM .
  1. Go to the Contact workspace.
  2. Find the Household or Contact you want to add a Note to. Click on their name to open their record.
  3. Locate the Notes card on the Summary tab.
  4. Type the note you want to add. Press enter when finished.

Read more about the Note Card in the Summary Tab article.


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