Add Notes to Contacts

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2 min read

Where can I see the notes about my contacts?

1.  To see the notes related to your contact, go to the ‘Contacts’ section.

saphyte Contacts Tab

2. Choose the Contact profile under the Contacts List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the contact data, or just select the contact profile from the contacts list.

saphyte contacts list

3. Click on the ‘Notes’ tab. Under the ‘Notes’ tab, you will see the notes related to your Contact. You can also add a new note by simply clicking on the ‘+NEW NOTE’ tab. 

saphyte notes tab

4. Fill in Notes details such as ‘Title’ and your Notes ‘Content’. You can set the format of your content with the use of the ‘formatting toolbar’.

saphyte notes content
Bold (B) Make your text bold
Italics (I) Italicize your text
Bullets Create a bulleted list
Numbering Create a numbered list

5. You can select a color among the options like that of a sticky note. Once done, click on the ‘SAVE’ button. Select the ‘X’ to cancel.

saphyte save notes