Contact Notes & Documents

Keep a running record of conversations and store important files directly on each contact. Notes can be public to your team or private to chosen people, and can optionally be shared with the contact or password-protected. Documents let you attach files such as contracts or briefs.

Where to find it

Open a contact, then use the Notes tab and the Documents tab on the contact profile.

Contact notes

How to add a note

Open the contact and go to the Notes tab.
Click Add (or the add-note button).
Fill in the fields below.
Save.

Field	Meaning	Required
Title	Short title for the note.	Yes
Note Type	Public (visible to your team) or Private (visible only to chosen people).	Yes
Note Detail	The rich-text body of the note.	No
Select Employees	(Private notes) Which employees can see the note.	If Private
Visible to client	(Private notes) Whether the contact can also see the note.	No
Ask to re-enter password	Password-protects opening the note.	No

Quick note: The Note field on the Add Contact form also creates a note (titled "Note") against the contact.

Permission notes (notes)

View Contact Note, Add Contact Note, Delete Contact Note — scoped (All / Added / Owned / Both / None).
Password-protected notes prompt for the password before they open.

Contact documents

How to upload a document

Open the contact and go to the Documents tab.
Click to upload.
Enter a Name and choose one or more Files.
Save.

Allowed file types: jpeg, png, gif, doc, docx, xls, xlsx, pdf, txt. Other formats are rejected.

Each document row offers View, Download, Edit and Delete (subject to your permissions).

Permission notes (documents)

View Contact Document
Add Contact Document (All scope)
Edit Contact Document
Delete Contact Document

Tips

Use Private notes with Select Employees for sensitive internal commentary.
Tick Visible to client only when you want the contact to read the note in their portal.
Use Ask to re-enter password for highly confidential notes.