Adding Notes

You can add a note to any contact, case, or deal in Highrise. Notes added to a contact can also be added to a case or deal.

Adding notes about contacts

When viewing a contacts' page, click the Add a note about... tab or place your cursor in the compose note box.

Type your note and click the Add note button.

Add note contact

Once added, the note will appear on the contact's page and in your Latest Activity feed. The date added and the person who add the note will both be indicated.

Added notes

Additional options

When adding a note to a contact, you can also:

View these options by clicking the Show options link under the note.

Show options link

View options

Adding a note to a case

When viewing a case, place your cursor in the compose note box. You have the same options to attach files, change permissions or when the note happened, and share the note with members of your team.

Add note to case

Adding a note to a deal

When viewing a deal, place your cursor in the compose note box. You have the same options to attach files, change permissions or when the note happened, and share the note with members of your team.

Add note to deal

Currently you can only add notes to a contact, case, or deal one at a time. Adding a note to multiple contacts, cases, or deals at once isn't supported at this time.

Not finding what you need? Contact our support team for additional help.

Highrise, our CRM Software