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 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:
- Click "Edit Contact" at the top of the tray if you would like to edit the contact
- Please note, you are not able to edit certain information if the contact is a Live Contact
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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
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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
- Scroll down to the Tags and Notes sections at the bottom of the contact:
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To add a Tag:
- Enter the name of the tag you want to use in the space beneath the Tags headline
- Please note that when you create a new tag, it will create a new group that you can use to filter your contacts on your Contacts page
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To add a Note:
- Tap + Add Note
- When you are finished typing the note, tap Save