Skip to main content

Search

How to Use Notes and Tags to Organize Your Contacts

Paid_users_cropped.png

 

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?

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 into groups. For example, you could add a tag for an event you attended and each contact you met at that event would be grouped together. This makes it easy for you to find your contacts and immediately identify how you know them.

 

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:

notes and tags 1.png

 

  • Click the Edit button above your contact if you would like to make general edits
    • Please note, you are not able to edit certain information if the contact is a Live Contact

Notes_and_tags_2.png

 

  • To add a Tag, either scroll down in the tray and click the EDIT button next to Tags OR click the EDIT icon above the contact and then click the EDIT button next to Tags
    • Select a pre-existing tag or use the text box to create a new tag
    • Be sure to click DONE when you are finished editing or adding tags to confirm the changes
    • If you are on the contact Edit page, you will also need to click Save to update the entire contact
    • When you create a new tag, it will create a new group on your Contacts page

 

  • To add a Note, click the EDIT icon above the contact
    • Add a Note in the Note field in the middle of the screen
    • Click Save to update the contact

 

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
  • Select the appropriate pencil icon to update your Tags or Notes:

Notes_and_tags_4.png

  • To add a Tag, click the pencil icon beside Tags
    • Select a pre-existing tag or use the text box to create a new tag
    • Please note that when you create a new tag, it will create a new group on your Contacts page
  • To add a Note, click the pencil icon beside Notes
    • You will be able to edit previous notes or add a new note
    • When you are finished, click Save

Related to