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How to Add and Use Notes on a Person

There are three types of notes you might add to a person. The first is a note directly on their person. The second is a note on a task (that is associated with their person) and the third is the record of an Interaction.

To add Notes on a Person click on the People menu in the left navigation bar or search for their name in the search bar at the top of the page. 

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Select the name of the person.

In the middle section of their page, select the Notes tab.

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In the Notes tab, select Create New Note. 

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Record the Note Details in the available field. The Visibility of the note will default to "Hidden From Viewers" and will not be shown on the person's timeline. 

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Select Save and the Note has now been added to that person. 
 

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