Assign Note to Contact

Keep your network organized by linking notes to the right person. Whether it’s a quick thought, follow-up, or meeting recap — assigning a note ensures context is always one tap away.

How to Assign a Note

1

Open a Note from the Home screen

Tap "Assign Contact" button to assign the note directly from Home screen. This will open a contact picker window so you can select a contact.

Home screen
Assign a Note Directly

2

Alternatively, you can open the note and tap the Assign icon

After preview, tap the Assign icon - at the top or at the bottom of your note.

Preview a Note
Assign a Contact
3

Select the contact

Search or scroll to find the person you want to link the note to. Tap their name to assign.

Assigned Note
4

Done!

Your note is now linked to the contact’s profile. You can view it later by opening the contact card from My Network or Search.

What Happens Next?

✅ The note is added to the contact's timeline, providing context for future interactions.

✅ Access all notes linked to a contact directly from their Contact Card.

✅ Each note is timestamped, helping you track the history of your communications.

FAQs

Can I reassign a note to someone else?

Yes. Open the note, tap the Assign icon, and select a new contact to update the assignment.

Is it possible to assign a note to multiple contacts?

Currently, each note is linked to one person for clarity and simplicity.

Where can I see all notes?

Navigate to the Home screen to see all notes, or access individual notes through each contact's Contact Card.

Can I edit a note after assigning it?

Yes. Open the note, make your changes, and save to update the content.

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