To help keep track of important details from interactions with your contacts, you can now enter and view notes or create tasks within a contact record. Notes and tasks appear in a timeline format so you can see the progression of ongoing work with the contact, sorted by most recent.
To add a new note or task for a contact on the Contacts page:
1. Click on the record for the contact that requires a note.
2. In the contact’s information panel, click the Notes tab.
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- Here you can see a reverse chronological list of all the existing notes and tasks for the contact and mark tasks as completed.
3. Click Add New, then use the toggle to indicate whether it is a note or a task.
4. Write the details of the note or task and click Add Entry.
A yellow icon appears on records that have uncompleted tasks. To complete a task, open the Notes tab, then find the task and check Completed.
