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Add A Memo For A Contact
Add A Memo For A Contact

How To Add A Memo For A Contact In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

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!

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