Overview
You can add memos for a contact to keep track of important information related to the contact. Memos are taggable for easily categorizing and organizing your notes.
How To Add A Memo For A Contact
You can import, manage, and tag memos about your contact.
Go to the Contacts list page
Select a contact in the table by clicking the contact's name
On the specific contact detail's page, click the "Memos" tab
Under the Add Memo section on right panel, you can select tags.
Select Tags as many as you want or create a new tag
Click on the tags dropdown selection, you will see an "Add New Tag" button at the bottom of the dropdown to create new tags
Note: If you do not see the "Add New Tag" button, then you may not have permissions to create new tags. Tags are created by your firm administrator.
Enter Memo
Click "Save"
You have now successfully added a new contact memo. Click on the memo on the left panel to view, and from the right panel, you can edit the memo and click "Save".
You can easily search and filter your notes on the left panel by:
Author
Tags
Create Date
Update Date
If you have any questions or comments, let us know!