How Do I Add Notes to Contact Records?

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You can add notes to contact records to keep track of details from phone conversations, meetings, etc. These notes are easily viewable by yourself and other ArchiOffice users.


Do the following to add a note to a contact record:

  1. Click Contacts on the navigation bar.
  2. Click a listed contact record.
  3. Click the Logs tab.
  4. Select Notes from the drop-down list on the Logs button panel.
  5. Enter the necessary detail (that is, date, type, project, etc.).
  6. Enter your note or comments in the Description field and click Add.