Contact notes
Contact notes let you store important context — account details, preferences, or history — directly on a contact record. Notes are saved at the organisation level and sync automatically between the Talkyto Business dashboard and the Talkyto App.
Manage notes in the Talkyto Business dashboard
Section titled “Manage notes in the Talkyto Business dashboard”Access notes for a contact
Section titled “Access notes for a contact”- Go to Contact lists and select the list.
- Select the contact.
- Select the Actions menu (three dots) and choose Notes.
What you can do
Section titled “What you can do”In the notes panel, administrators can:
- View the full notes history with author and timestamp for each entry.
- Add a new note.
- Edit an existing note.
- Delete a note.
View notes in the Talkyto App
Section titled “View notes in the Talkyto App”In the app, users see the most recent note with its timestamp when viewing a contact. Depending on their permissions, they can also add or modify notes.
Navigate to a contact in the app
Section titled “Navigate to a contact in the app”- Go to Calls.
- Tap Contacts in the top-right corner.
- Select the contact list, then the contact.
Sync behaviour
Section titled “Sync behaviour”Notes sync in real time between the dashboard and enrolled devices. A note added in the dashboard is immediately visible in the app, and vice versa.
Related guides
Section titled “Related guides”- Message notes — attach notes to specific messages instead of contacts.
- Contact lists — create and manage shared contact lists.