Adding Notes to Contacts and Companies
Create, manage, and export internal notes attached to your contacts and companies in Unificus.
What are Notes?
A Note lets you document and organize additional information related to a Contact or Company within Unificus. These notes are strictly internal—your contacts will never have access to them.
How do I create a Note?
For Contacts
To add a Note to a Contact, go to CRM > Contacts.
CLICK HERE to learn how to add a Contact
Locate the Contact you’d like to add a Note to and select the Options menu (three dots), then choose Note.
If you’re already viewing the Contact’s CRM Dashboard, you can directly click the Note block instead.
You also have the option to navigate to Notes in the top menu and click Add Note.
For Companies
To add a Note to a Company, go to CRM > Company.
CLICK HERE to learn how to add a Company
Select the Company you want to note and open the Options menu, then select Note.
Alternatively, open the Company Dashboard by clicking the Company name, then click the Note block.
You can also use the Notes top menu option and click the Add Note button.
Completing Your Note
A dialog box will open where you can enter your information.
You can insert Dynamic Placeholders into your note by clicking the Placeholder icon {X}.
CLICK HERE to learn about Dynamic Placeholders.
Enter a Title—this will appear in your Notes list for easy reference.
Select your preferred Visibility option from the dropdown:
- Public: All Staff Members with CRM access can view it
- Private: Only the person who created it can view it
- Shared With: Pick specific Staff Members to see it; you can also email them a notification about the shared note
Add a Note Date (you can backdate if needed), then click ADD to save or Save Draft to store a draft version.
TIP: Unificus automatically saves drafts as you type. Drafts appear in the Notes block until you finalize, save as draft, or delete them. Only the latest draft displays in the block, but all drafts are available in the Notes section of your CRM Dashboard. Draft notes remain private to the creator until formally saved, regardless of the visibility setting you chose.
How do I review the list of Notes?
For a Contact
Go to CRM > Contacts and open the Contact.
CLICK HERE to learn about the CRM Dashboard
Click the Notes tab in the top navigation.
For a Company
Navigate to CRM > Companies, then click Notes in the top navigation.
Click any Note to open it.
You can View and Comment, Edit, or Delete a Note. You’ll also see any Notes created through the Support menu when you chose to save a copy to the CRM.
TIP: Staff Members with appropriate permissions can also View and Comment, Edit, or Delete notes.
How do I export Notes?
Go to CRM > Contacts for individual Contact notes, or CRM > Companies for Company notes.
Open the Contact or Company and go to the Notes tab on the Dashboard.
Click the Exports/Reports button to open export options.
Click Download to start the export.
Your exported files are available as CSV downloads from CRM > Logs.
How do I add Notes via Automation?
Most Automation rules include a “Create a Note” action you can set up.
This Automation lets you specify a custom Title (using Dynamic Data Placeholders) and custom Note content. The Note will automatically be added to whichever CRM Target the Automation applies to.