With a Professional, Business, or Enterprise subscription, you can add notes and tags to your contacts. Organizing your contacts will make it easier for you to maintain a personal connection with the contacts in your address book.
If you don't have a premium subscription but would like to upgrade to add Notes and Tags to your contacts, you can find out more by visiting our Pricing Page.
- What are Notes and Tags in HiHello?
- Adding Notes and Tags on the Web App
- Adding Notes and Tags on the Mobile App
What are Notes and Tags in HiHello?
With a subscription, your smart address book includes a place where you can add a note to each contact you add to your HiHello business contact manager. Notes are a great way to maintain that personal connection you’ve made while networking.
Tags allow you to organize your contacts based on which tags have been added. For example, you could add a tag for an event you attended and each contact you met at that event would be grouped together under that tag. This makes it easy for you to find your contacts and immediately identify how you know them.
You can filter your contacts based on your tags in the web app or the mobile app.
If you are attending an event, you can automatically add tags to your contacts using our HiHello Events tool. To learn more, visit this page:
HiHello Events - Automatically Tag Contacts
Adding Notes and Tags on the Web App
First, log into your account on the web app. Once you are logged in:
- Go to your Contacts page:
- Select the contact you would like to update, this will open a tray on the right of your screen:
- To add a Tag, click + Tag near the center of the screen. Select an existing tag and click Apply or create a new tag:
- To add a Note, click the + Note near the middle of the screen, type your note, then click Add.
Adding Notes and Tags on the Mobile App
First, log into your account on the mobile app. Once you are logged in:
- Go to your Contacts page.
- Select the contact you would like to update.
- Scroll down to the Tag and Note section:
- To add a Tag, tap +Tag and either create a new tag or apply an existing tag.
- To add a Note, tap +Note. When you are finished typing the note, tap Create to add the note to your contact.