Adding Notes to Contacts

Track interactions and maintain contact history by documenting calls, emails, meetings, tasks, and observations.

Note Types #

PloverCRM provides five note types:

• Call – Phone conversations and voicemails
• Email – Email correspondence
• Meeting – In-person or virtual meetings
• Task – Action items and to-dos
• Note – General observations

See Note Types Explained for details.

Adding a Note #

1. Open contact in edit mode
2. Scroll to Notes section
3. Click Add Note
4. Fill in:
   • Type: Select category (required)
   • Title: Brief summary (required)
   • Description: Detailed information (optional)
   • Date/Time: Defaults to now, can be backdated (optional)
5. Click Add Note

Note Examples #

Call:

Title: Follow-up <span class="hljs-built_in">call</span> - discussed pricing
Description: Interested <span class="hljs-keyword">in</span> Enterprise plan. Budget: $50k annually.
<span class="hljs-keyword">Next</span> <span class="hljs-keyword">step</span>: <span class="hljs-built_in">Send</span> proposal by Friday.

Meeting:

<span class="hljs-string">Title:</span> Product demo - <span class="hljs-number">30</span> minutes
<span class="hljs-string">Description:</span> Demonstrated key features. <span class="hljs-string">Action:</span> Send technical docs.

Task:

<span class="hljs-string">Title:</span> Send proposal
<span class="hljs-string">Description:</span> Enterprise plan <span class="hljs-keyword">for</span> <span class="hljs-number">100</span> users. <span class="hljs-string">Due:</span> Friday, Feb <span class="hljs-number">10.</span>

Best Practices #

• Be specific: Include dates, names, and numbers
• Be timely: Add notes immediately after interactions
• Be actionable: Include next steps and follow-up dates
• Use consistent formats for each note type

Permissions #

• Super Admin: Full access to all notes
• CRM Manager: All contacts
• CRM Agent: Own contacts only

See Note Permissions for details.

Troubleshooting #

Cannot add note: Verify permissions and required fields are filled.

Note not appearing: Refresh page and check note type filter.

Last updated: February 3, 2026