Editing Contact Information
| Cleaning Up Duplicate Contact Entries | Editing Contact Information | Adding Custom Notes |
Adding Custom Notes
You might like to include common information in your contact details that’s shared by most of your contacts, such as partner, kids, why you like this person...you get the idea. You can do this by creating custom notes that appear at the bottom of the detail page. Once you create a custom note for one contact, you can use it with any other contact you choose.
Here’s How
While editing a contact or adding a contact, the Add Custom Notes link below the Notes box (or one of the custom boxes below the Notes box).
A new custom note box opens.
Type a label for the custom note.
Type a value in the note box.
Tip: You must type and save the value for the new custom note to be saved. If you leave the box empty, the custom note is removed when you save.
Click Save when you’re finished with the contact details.
While editing a contact or adding a contact, the Add Custom Notes link below the Notes box (or one of the custom boxes below the Notes box).
A new custom note box opens with a list of possible labels.
Select the label you want, then type a value in the box.
What’s Next
If you want to add custom notes to several contacts, find the contacts easily through the search feature.