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Add notes to a contact

Keep internal notes on a contact, and edit or delete them later.

Who can do this: admins and managersUpdated

Notes are for your studio only. Clients and contractors never see them.

Before you start

  • You need permission to edit clients.

Steps

  1. Open the contact from CRM > Contacts.
  2. In Notes, click Add note.
  3. Type your note and click Save note.
  4. To change a note, hover over it, click the pencil, edit the text and click Save.
  5. To remove a note, hover over it, click the bin and confirm Delete Note. A deleted note can't be brought back.

Anyone who can edit clients can edit or delete any note, not only their own.