Managing contact notes

Learn how to use contact notes.

What we'll cover

  1. How to add a note to a contact
  2. How to remove a note from a contact

1 How to add a note to a contact

Here are the steps:

  1. Find the contact in the audience.
  2. Click on the contact to open the edit contact screen.
  3. Go to the notes page in the edit contact screen.
  4. Enter the note in the textbox that you would like to add.
    Contact dialog - Notes
  5. Click the '+' button

2 How to remove a note from a contact

Here are the steps:

  1. Find the contact in the audience.
  2. Click on the contact to open the edit contact screen.
  3. Go to the notes page in the edit contact screen.
  4. Click the trash can icon next to the note you want to delete.
    Contact dialog - Notes

Note: You can only delete notes that you added; you cannot delete other users' notes.
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