Add and Edit Notes

Notes allow you to add detail to an individual and can help keep your team up to date about next steps.

Add a note

Web app Mobile app
  1. Click Notes along the top of an individual's profile.
    notes_tab_web.png
  2. Click into the notes text field and enter your desired text. Once finished, click Add.
    notes_add_web.png
  3. Your note will then be added with the date and time the note was created.
    note_web.png

Edit a note

  1. Click the Edit button below the note you would like to edit.
    note_edit_web.png
  2. Update the note text with your desired change. Once finished, click  Save.
    note_edit_save_web.png
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