Adding notes and reminders to contacts

Notes help you remember important details about each contact, and reminders let you schedule follow-up alerts so nothing falls through the cracks.

Add a note to a contact

1. Go to Contacts in the left sidebar.

2. Click on the contact's name to open their profile.

3. In the right column, find the note input at the top with the placeholder "Leave a note or create a reminder…"

4. Type your note.

5. Leave the reminder dropdown set to No reminder if you only want to save the note.

6. Click Submit.

Your note appears in the Activity feed under the Notes tab.

Add a note with a reminder

To get reminded about a follow-up, attach a reminder to your note:

1. Type your note in the input field (for example: "Call to discuss recurring donation options").

2. Click the reminder dropdown and choose a timeframe:

   • In a week

   • In a month

   • In a year

   • Custom date — Choose any specific date

3. Click Submit.

You'll receive an email reminder when the selected date arrives.

View and filter notes

All notes appear in the contact's Activity feed. To see only notes:

1. Scroll to the Activity feed in the right column of the contact profile.

2. Click the Notes tab to filter the view.

Use the Payments and Communications tabs to see other activity types.

Edit or delete a note

To change or remove an existing note:

1. Find the note in the Activity feed.

2. Click the three dots (•••) to the right of the note.

3. Select Modify to edit the note text or reminder date, or select Delete to remove it.

What to do next

• To manage other contact details, see Managing and editing contacts.

• To organize contacts into groups, see Creating segments and lists.