• What Are Contact Notes in Keap?
• Benefits of Contact Notes in Keap
• How to Add a Note to a Contact Record
  • Add a Title, Assigned Team Member, or Pin When You Create a Note
  • Format a Note and Find the AI Content Assistant
• How to Find and View Contact Notes
  • Find All Notes for a Contact
  • View Note Details
  • Search Contact Notes
  • Pin a Note to the Top
• How to Edit a Contact Note
• How to Delete a Contact Note
• Frequently Asked Questions About Contact Notes in Keap

What Are Contact Notes in Keap?

Contact notes are saved records on a contact record that capture details you want to remember about a person. Each note holds a title, the note text, and the name of the team member the note is assigned to. Contact notes are available in Keap Pro and Keap Max.

Use the sections below to add, view, search, pin, edit, and delete notes on a single contact record. Creating tasks, applying tags, and sending emails or texts from a contact record are covered in separate articles: how to add and manage tasks from a contact record, how to create and manage tags, including how to apply tags to a contact record, and how to send an email to a contact.

Benefits of Contact Notes in Keap

Client relationships depend on context, and contact notes keep that context on the contact record. Capture the details that do not fit in a form field, such as a conversation you had, a preference the client mentioned, or a follow-up you promised. Assign each note to a team member so the right person sees the detail. Pin the most important note to the top of the Notes panel, so the key detail appears first when you open the contact. Give each note a title, and find the note later with the Search note titles field. Contact notes save you time searching for details so you can focus on the client conversation.

How to Add a Note to a Contact Record

1. Click into a contact through People or by using the search feature
   
    
2. Click the Note button in the row of action buttons below the contact's name, company, phone number, and email address. 
   
   The contact record for Mike Fusion displays the Text, Email, Tag, Note, Task, and More buttons below the contact's name, company, phone number, and email address. The Note button is selected, and the Notes panel is open on the right side of the screen. The Notes panel displays a formatting toolbar, an Add a note text field, and the Save note, More, and Cancel buttons. Below those buttons, the Notes panel displays a Search note titles field and the saved notes for the contact.
    
3. The "Note" window will open on the left, type your note.
   
    
4. Click Save note. 
   
   The Save note button and the More dropdown button appear below the Add a note text field in the Notes panel.

Add a Title, Assigned Team Member, or Pin When You Create a Note

Click More below the text field to show additional note options. 


The Title field appears above the formatting toolbar. The Assigned to dropdown appears below the text field and lists the team member the note is assigned to. The Pin this note to the top checkbox appears below the Assigned to dropdown. 


Click Less to hide the options. Click Save note when you finish.

The expanded Notes panel displays a Title field, a formatting toolbar, a Note Body text field, an Assigned to dropdown, and a Pin this note to the top checkbox. The Save note, Less, and Cancel buttons appear below the checkbox.

Format a Note and Find the AI Content Assistant

The formatting toolbar above the note text offers bold, italic, underline, strikethrough, numbered list, bulleted list, and link buttons. The wand icon at the end of the toolbar is labeled AI Content Assistant.

The formatting toolbar displays bold, italic, underline, strikethrough, numbered list, bulleted list, link, and wand buttons. A tooltip labeled AI Content Assistant appears next to the wand button.

How to Find and View Contact Notes

Find All Notes for a Contact

1. Open the contact record and find the Notes card in the Contact activity section.
   
    
2. Click the link at the bottom of the Notes card that shows the number of additional notes, for example +3 more notes. The Notes panel opens on the right side of the screen.
   

The Notes card displays the date the most recent note was added, the text of the most recent note, and a link that shows how many additional notes exist. The Notes card does not display the full list of notes. The Notes panel displays a Search note titles field, a Pinned group, and the saved notes grouped by date. Each saved note shows a title, the note text, and a three-dot menu icon.

View Note Details

Click the three-dot menu icon on the right side of the note in the Notes panel. Then click View note details. The note details display the title, the note text, the Assigned to user, the Note type, the Created by user, and the Last updated by user. Click Edit in the top right corner to change the note.

The note details for Requested E-book display the title, the note text, Assigned to, Note type, Created by, and Last updated by. An Edit button appears in the top right corner of the Notes panel.

Search Contact Notes

Click the Search note titles field at the top of the Notes panel and type part of a note title.

Pin a Note to the Top

Click the three-dot menu icon on the right side of the note, then click Pin To Top. The note moves to the Pinned group at the top of the Notes panel. 


You can also select the Pin this note to the top checkbox when you create a note. Remember to click "More" to view the checkbox. 

The three-dot menu for a saved note lists four options: Pin To Top, View note details, Edit note, and Delete note.

How to Edit a Contact Note

1. Open the Notes panel for the contact, as described in "Find All Notes for a Contact."
2. Click the three-dot menu icon on the right side of the note you want to change.
3. Click Edit note.
4. Change the title or the note text.
5. Click Save in the top right corner of the note editor.

The note editor displays the Title field, the formatting toolbar, and the note text. A Save button appears in the top right corner.

How to Delete a Contact Note

1. Open the Notes panel for the contact, as described in "Find All Notes for a Contact."
2. Click the three-dot menu icon on the right side of the note you want to remove.
3. Click Delete note.

Frequently Asked Questions About Contact Notes in Keap

Can I undo a deleted note? No. Deleted notes cannot be restored.

Does Keap ask me to confirm before deleting a note? No. The note is removed as soon as you click Delete note.

Can I choose which team member a note is assigned to? Yes. Click More when you create the note, then choose a team member from the Assigned to dropdown.

Which Keap plans include contact notes? Keap Pro and Keap Max.

What does this article not cover? Tasks, tags, and sending emails or texts from a contact record are covered in separate articles: how to add and manage tasks from a contact record, how to create and manage tags, including how to apply tags to a contact record, and how to send an email to a contact.