Adding Contact Notes to Layouts

Adding Contact Notes to Layouts

When viewing the list of your contact records outside of a dial session, you can set the Description and the most recent Note to be automatically displayed. 

Step 1: Go to Settings

Step 2: Select Layouts

Step 3: Select the Layout you want to add this field to and click edit

Step 4: Select Add a new row

Step 5: In the new row, select edit for the empty space in the first column 

Step 6: Select Notes or Description as the Data Point drop-down

Step 7: Select the column span that extends through the entire layout 

(Example: 5 columns, Column Span = 5) 

Step 8: Make sure to save your changes! 

You will need to follow these steps for both the Notes and Description fields. Once complete you will be able to see the Description and the most recent Note for each of your contact records in the list view. 

Watch the video below to see this process and learn how to use Contact Notes.