Location of general contact notes

Chris Horroll
Chris Horroll
  • Updated

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.

  1. Click Contacts on the main navigation bar
  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 Contact on the side menu
    Contact notes.png

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