How to Add Notes Under Contacts in Aesthetix CRM

Keep comprehensive records of your interactions by learning how to add notes under contacts in Aesthetix CRM. This article provides a step-by-step guide on creating and attaching detailed notes to contact profiles, allowing you to document important information, interactions, and follow-up actions. Discover how this feature can help you maintain a thorough understanding of client relationships and improve your communication strategy.

1. Start by clicking 'Contacts' to view your list.

1 Click here.

2. Next, select any contact, for instance, Grace Park.

2 Afterwards, click on "Grace Park".

3. Then, tap on the 'Notes' tab to view details.

3 Click here.

4. Now, click 'Add' to create a new note.

4 Now, click on "Add".

5. Proceed to type your note in the space provided.

5 Click here.

6. Don't forget to save your note by clicking 'Save'.

6 Click on "Save".

7. If needed, edit your note by selecting the pencil icon.

7 Click here.

8. To remove a note, click on the trash bin icon.

8 Upload

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