How do I manage notes for my contacts?

Add notes to contacts to remember key information about your relationship.

To add or edit notes for each contact, login to your Zeller Dashboard:

  1. Click on Contacts.
  2. Select the contact you would like to view.
  3. Select Edit next to the Notes section.
  4. Type a new note or update the existing information.
  5. Click Save. 

Notes will be immediately added to your contact's profile to view. There is a limit of 1,000 characters for each note. 

If you experience any issues with managing notes for your contacts, please get in touch with our Support team