Location of general contact notes

Chris Horroll

Updated 17 December 2024 01:54

wcbfti Vebra to Alto.png

The Person record in Vebra/Encore Live had a general Notes field on the Personal tab. This is often used to put in notes about contacting the person, plus any useful personal information.

In Alto, Contact Notes can be found in a Contacts record, within Contact on the side menu.

Click Contacts on the main navigation bar
Select the relevant contact from Recent & Favourite Contacts
1. Alternatively, find the contact using the Search Contacts bar in the top right
Click Contact on the side menu

Related Help Centre articles that you may find useful.

Introduction to Contact Records

Sticky notes on a contact

Adding a new contact and searching for contacts

Location of general contact notes

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<% if (child.title === 'Android') { %> <% } %> <% if (child.title === 'iOS') { %> <% } %> <% if (child.title === 'Windows') { %> <% } %> <%= child.title %>

Was this article helpful?

<%= previousTitle %>

<%= nextTitle %>

I want to request or discuss...

<%= block.name %>

Learn Alto the easy way - or explore everything in our knowledge base

<%= block.name %>