> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voqo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Notes to Contacts

> Keep a running history of notes on each contact

## 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

## Notes Voqo AI writes for you

After a meaningful call, **Voqo AI** adds a note to the contact — a concise, factual summary of what was discussed, like the property they asked about and the substance of the conversation. Not every call creates one: a real enquiry, price discussion, or inspection interest does; a plain "call me back" or wrong number doesn't. So your notes stay a history worth reading, not a log of every ring.

Every note carries a set of badges, so you can tell at a glance where it came from:

* **Author** — a **Voqo AI** badge on a note written automatically (hover over it and you'll see it was written by the system), or a **team member's name** on a note someone typed by hand.
* **Channel** — how the conversation happened: **Inbound call**, **Outbound call**, or **SMS**. Manual notes don't show a channel badge.
* **Sync status** — if you've connected a CRM with note write-back turned on (like [VaultRE](../integrations/vaultre-note-writeback)), a small icon shows whether the note has reached your CRM: spinning while it syncs, a **Synced to VaultRE** badge once it's saved, or an amber icon you can click to retry if a push didn't go through.

Automatic call notes are stamped with **when the call happened**, not when the note was written — so the timeline matches your day.

## Add a Note

Open **Contacts**, select a contact, and find the **Notes** section.

1. Select **Add note**.
2. Choose a **note type**. If the contact is linked to a CRM with note write-back on, you'll pick from your CRM's own note types; otherwise you'll see Voqo's general categories.
3. If the type is about a specific property, a **Link a property** box appears — search by address and attach one.
4. Type your note (up to 500 characters).
5. Select **Save**.

A Voqo-only note appears at the top of the list straight away, with your name and the time it was added.

If the contact is linked to a CRM with note write-back on, you'll also see an **Also save to VaultRE** checkbox (or the name of your CRM). Tick it to send the note to your CRM as well; leave it unticked to keep the note in Voqo only. When it's ticked, Voqo saves the note to your CRM first and keeps it once your CRM accepts it — so it's confirmed there the moment it appears. See [VaultRE Note Write-Back](../integrations/vaultre-note-writeback) for how CRM notes sync.

## 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. You'll be asked to confirm first.

If a note was also saved to your CRM, editing or deleting it in Voqo updates your CRM too — editing waits for your CRM to confirm the change, and deleting removes it from both after you confirm. See [VaultRE Note Write-Back](../integrations/vaultre-note-writeback) for the details.

## 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 shows its **type** above the text, and **who wrote it** and **when** below — 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.

<Note>
  Need a hand? <a href="mailto:support@voqo.ai?subject=Contact%20Notes">Contact support</a> and we'll help you out.
</Note>
