What are Notes?
Notes let you record anything you want to remember about a contact — their interest in a property, a follow-up to make, the outcome of a conversation. Each contact has its own notes, kept as a running list so the whole story stays in one place.- Add as many notes as you like to a contact
- Each note shows who wrote it and when
- Edit or delete your notes at any time
Add a Note
Open Contacts, select a contact, and find the Notes section.- Select Add note.
- Type your note (up to 500 characters).
- Select Save.
Edit or Delete a Note
In the Notes section, each note has its own controls:- Edit — update the text and save. The note keeps its place in the list and shows when it was last edited.
- Delete — remove the note. Deleting is immediate.
View a Contact’s Notes
Notes are shown newest-first in the contact’s Notes section, so the most recent activity is always at the top. Every note is labelled with its author and timestamp, so you can see at a glance who recorded what — useful when more than one person on your team works the same contact.Filter Contacts by Notes
On the Contacts list you can filter by whether a contact has notes — handy for finding the contacts you’ve already started working, or the ones you haven’t touched yet.Tips
- Use notes to capture intent in the moment — “interested in 12 Smith St, wants a weekend viewing” — so nothing gets lost between calls.
- Notes are shared across your workspace, so your whole team sees the same history on a contact.
- Keep notes short and specific; add a new note for each new development rather than editing one long note.
Need a hand? Contact support and we’ll help you out.