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Contact comments

Leave internal notes on a contact that only your team can see — context, preferences, what to remember between calls — with @mentions; archive the ones that no longer matter.

Where to find it
Contact profile → Comments tab
Who can use it
Anyone with access to contacts

What it does

The Comments tab is for the kind of notes that don’t fit anywhere else: “called Tuesday, agreed to follow up after the holidays”, “prefers technical questions in writing”, “introduced to us by Marie at the QC conference”. The tab is a feed of notes, newest at the top; each note is written in a side panel, with a rich-text editor and @mentions that notify the person you mention. It works exactly like the candidate’s Comments tab.

The Comments tab. Archived notes stay visible, dimmed, at the bottom of the feed.

Reading the feed

Each note shows its author, the date and time, and its text. Mentioned people stand out in blue.

Above the feed:

  • the All, Mine (the ones you wrote) and Archived chips, with their counts;
  • the Newest first / Oldest first sort;
  • a search across the text and the authors.

Adding a comment

  1. Click Add comment

    The panel opens on the right, with the contact’s name on the About line.

  2. Write

    Rich-text editor — bold, lists, links. Type @ to mention a colleague.

  3. Save

    The note appears at the top of the feed.

Editing and archiving

Hover one of your notes: the Edit and Archive buttons appear. You cannot edit or archive a colleague’s note.

  • Edit reopens the panel.
  • Archive takes the note out of the current feed: it moves to the bottom, dimmed, with the mention archived · date, and stays readable under the Archived chip. Restore puts it back. Nothing is deleted.

Mentions and notifications

Type @ in the editor to open the list of your colleagues. Pick a person: on save, they receive an email telling them about the note. Mentions are internal too — the mentioned person sees the note; the contact never does.

Tips

  • Capture context that survives a team change. The description field on the profile is good for one-line summaries; comments are better for ongoing history.
  • Date-anchor your notes. Including “as of Q1 2026” in the text itself makes it easier to find later.
  • Use comments for things you don’t want to email. Anything sensitive — pricing discussions, internal complaints — belongs here, not in an email that might get forwarded.
  • Archive rather than let it linger. An outdated note, archived, keeps the history without cluttering the feed.