cancel
Showing results for 
Search instead for 
Did you mean: 
In recognition of Memorial Day our Support office will be closed Monday, May 28th. We will re-open with normal hours on Tuesday, May 29th.

Does CC have a feature for client notes?

New Member

Does CC have a feature for client notes?

I'm a Life Coach. I'm trying to create an easy system to keep client notes (rather than old paper files.)

Does Constant Contact have a notes feature? Or - maybe there's a better software or app for client notes?

I'm pretty low-tech and do not like Excel. 

Thanks for any suggestions!   

1 REPLY
CTCT Employee

Re: Does CC have a feature for client notes?

@CarylE9

 

Thank you for reaching out to the Community! For your contacts, we do have a couple different options for storing information about your contacts. The first option is creating a custom field. You can find more information by clicking here. Another option is adding information to the Notes section in a contact's profile. Click here to view how to edit a contact. When you are in the editing view, you will notice there is a "Notes" section over to the right that you can add information to.  notes.jpg I hope this information provides you with some helpful options! In the meantime, if you have any further questions please feel free to reach out to us here. We are always happy to assist you in any way we can. 


Taryn L.
Community & Social Media Support

If you find my post helpful, and it answers your question, please mark it as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.

Increase your profitability by integrating your email marketing and social media.  Download this guide and learn how you can achieve great results with email marketing and social media combined!
Still need help?
You can post a new message in the Community or find us on Twitter Mon-Fri 8am - 8pm ET. We've got real people waiting to help you out. Click below to start a conversation!