You can now add important notes directly on your contact's profile with our Sticky Note feature.

Navigate to Contacts, then select the profile of the contact you wish to add a note to.

Simply click inside the box located under "Edit contact", and enter your note. Any changes will be saved automatically, and a pop-up will confirm with Contact updated.

To add a Note, File, or Reminder under your contact's profile, navigate to Contacts, then select the profile of the contact for whom you would like to add a note, file, or reminder.

Scroll down in the profile page and select the Contact history tab. Then click on +Add note, files, or reminder.

To add a note, select Add Note and enter your text. You can also choose to pin it to the top of the Contact history. When you are finished, click Add note.

To attach a file, select Attach files in the bottom corner of the pop-up box.

To add a reminder, select Add reminder. You will be prompted to include a Reminder date and Subject. You can also add Additional comments (optional). Click Add reminder when finished.

The most recent reminder will be at the top of your Contact History tab. Clicking the three dots to the far right of the reminder gives you the option to Edit, Complete, or Delete the reminder.

In order to set up notifications, navigate to Settings and click on Communication preferences.

Here, you can select how you would like to be notified, whether by Mobile Phone or Email.

After you have selected the notifications you would like, please click Save changes to save your selections.

In the Activity tab, you'll find an additional section for Reminders.

You're able to create reminders similarly to how you can under a specific contact. You can add a new reminder by clicking on Add reminder.

Once you have saved the reminder, it will appear directly in the Reminders tab.