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Editing Note Categories

Contact Management

Editing Note Categories

You can easily sort your contact notes by adding them to a note category.

Last updated on 04 Oct, 2023

To add new note categories:

  • Click on the blue note icon on any contact summary page

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  • Click on the edit categories link below the category section

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  • From here you can add any new category options to save to any contact

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  • You will be able to use this category any time you are creating a new note for any contact. You can use this as a search filter for any of your saved notes on any contact

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