Sticky notes on a contact

Sticky notes in Alto are temporary notes, much like Post-it notes and you can add, amend, hide and remove them on a contact record. Unlike file notes in the Timeline, sticky notes are more prominent onscreen and thus not as easily overlooked.

This article includes: 

Add a sticky note to a contact

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click the + symbol
  4. A sticky note appears. Drag the sticky note to the location on the contact record where you want it to be visible
  5. Click the sticky note and type in your required message. The sticky note turns pink to indicate that you are in edit mode
  6. Click Save

Your sticky note is recorded in the contacts Timeline and appears whenever anyone views the contact record.

Amend a sticky note on a contact

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click the sticky note and enter your required changes to the message. The sticky note turns pink to indicate that you are in edit mode
  4. Click Save

The record of the sticky note in the contacts Timeline will update to reflect your changes and the amended sticky note will continue to appear whenever anyone views the contact record.

Hide sticky notes on a contact

Occasionally, sticky notes might obscure information that you are trying to read which appears behind them. In these instances, you'll want to hide them but not delete them.

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click the pin symbol to hide the sticky note

All sticky notes attached to the contact are temporarily hidden but will reappear if you click the pin again, or, when the contact is next viewed.

Remove a sticky note from a contact

When the message in the sticky note is no longer relevant, the sticky note can be deleted.

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Delete in the bottom right corner of the sticky note
  4. A Delete Sticky Note? message appears. Click Yes to confirm you want to delete the sticky note

The record of the sticky note in the contacts Timeline will update to show who deleted it and when it was deleted. The sticky note also no longer appears whenever anyone views the contact record.

 Note

Be aware that whilst sticky notes can be deleted when they are no longer relevant, a record of them will remain in the contacts Timeline

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