Overview

In Loop Software, you can easily add notes to a buyer file to track important details, updates, or observations about your contacts. This article will guide you through the steps to add, edit, and manage notes within a buyer file.

Adding a Note to a Buyer File

Steps to Add a Note:

1. Navigate to the Buyer File: Open the file of the person you wish to add a note to (e.g., Mrs. Sarah Smith).
2. Click on "Add Note": At the top of the page, you will see an Add Note button. Click on it to open the note entry field.
3. Enter Your Note: Type in the details or information you want to record. You can freely enter any notes relevant to the contact.
4. Save the Note: Once you’ve entered your note, click Save. The note will now be saved in the system.

Viewing and Managing Notes

Accessing Notes:

1. After saving your note, it will be tracked in the Notes and Activities section.
2. Click on the Notes and Activities tab to view all notes associated with the buyer file. The newly added note will appear in this section.

Managing Notes:

To manage a saved note, click on the three dots next to the note. You will have the following options:

• Edit: Modify the content of the note.
• Pin: Pin the note to keep it easily accessible.
• Delete: Remove the note from the buyer file.

Conclusion

Adding and managing notes in Loop Software is a simple yet effective way to track important details about your contacts. If you have any further questions or need assistance with adding notes, feel free to reach out to our support team at support@loop.software.

Related Articles

• Managing Activities in Loop Software
• Editing Contact Information in a Buyer File