Using the Note Pad

The Note Pad feature allows you to quickly add, edit, and manage important notes for contacts. Whether you need to jot down a quick idea, record a follow-up action, or save specific details, Notepad is a convenient and editable space within your contact record. Follow the instructions below to make the most of this feature:

To Add a Note Using the Notepad

Open the Notepad:

Navigate to the specific contact record. Click "More" and select "Note" from the dropdown menu.

Add & Save Your Note:

In the Subject field, input a title for your note. Enter your note details in the main box below and click "Add" to save the note into the "Note Pad" folder.

Note: If you want to add a note or log a call directly to a contact's History, use the "Add History" feature. You can learn more about the "Add History" feature here.

Adding Click-to-Call Links to the Note Pad

Switch to HTML Mode:

Click the "More" button and select "Note" from the dropdown menu.
Input a subject for your note and click the "Source" to enable HTML editing.

Format Phone Numbers

Add phone numbers in the following format:

123-456-7890

Click "Add" to save your note. Once saved, the phone numbers become clickable for direct calls.

Tips for Effective Notepad Use

Organize with Titles: Use clear and specific subjects to locate notes easily.
Review Regularly: Update notes as needed to keep contact details relevant.
Keep Sensitive Info Secure: Avoid including sensitive data unless necessary, as notes may be accessible to others with appropriate permissions.

That's all about using the Note Pad. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.