Adding a Note to a Contact

You can add notes about your conversation to a contact’s profile; sometimes workflow instructions will ask you to do so.

How to add a Note in the App

  1. Tap on the person’s name at the top of the text conversation. This will open up their profile page.
  2. Tap the “Notes” field towards the bottom of the screen.
  3. Type the note you want to add to this person’s profile.
  4. Tap “Done” to save your changes. You should see that the note you added now shows in the “Notes” field in the person’s profile.
  5. Close the profile page by using your phone’s back button.

How to add a Note on the Website

If you don’t see the contact’s profile in a panel on the right side, click “Show Profile” underneath their name at the top of the screen. (This isn’t necessary if you’re replying from the Conversation section.)

  1. Click “Edit Profile” (underneath the “Tags” box) in the profile panel on the right side.
  2. Click into the “Notes” box and type your note.
  3. Click “Save.”