Adding Notes to Contacts

Notes #

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

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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.

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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)

1. Click Add Note

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Note Examples #

Call:

Title: Follow-up call - discussed pricing
Description: Interested in Enterprise plan. Budget: $50k annually.
Next step: Send proposal by Friday.

Meeting:

Title: Product demo - 30 minutes
Description: Demonstrated key features. Action: Send technical docs.

Task:

Title: Send proposal
Description: Enterprise plan for 100 users. Due: Friday, Feb 10.

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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

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Permissions #

Role	Access
Super Admin	Full access to all notes
CRM Manager	All contacts
CRM Agent	Own contacts only

See Note Permissions for details.

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Troubleshooting #

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

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

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Last updated: February 3, 2026