Adding Notes to Profiles
How do I add notes to profiles?
You can add a note to one profile, or add the same note to multiple profiles at once.
To add a note to an individual profile:
- Click the name of the profile you'd like to add a note to.
- Find the Contact and Notes box on the right.
- Type your note in the Add a note or task box and click Save Note.
To add the same note to multiple profiles:
- In your search results, check the box next to the profiles that you want to add a note to. To add a note to all profiles, click All in the top left above the first profile result.
- Click Add toward the top right and select Note.
- Type your note and click Submit.
- Note: If you have multiple pages of profiles in a project folder, notes can only be added one page at a time. You'll need to repeat the steps listed above for each page.
Notes appear directly under the Contact and Notes box on the right side of the member’s profile. Notes are only visible to you and others on your company's contract.