How do I add notes to a contact?

Save meeting context, relationship history, and important reminders on a Genify contact.

Short answer

Open the contact and add notes that explain who the person is, what happened, and what should happen next.

Steps

Open Contacts and select the person.

Find the notes section.

Add context from the meeting, event, call, or referral.

Save the contact.

Review the note before your next interaction.

Good notes include goals, pain points, promised follow-ups, personal context, mutual connections, and event details.

Notes are most useful when they help future you remember why the relationship matters.

If a note feels too long, summarize it into three parts: context, interest, next step.

If a note did not save, check your connection and try again.

If you are capturing notes while moving fast, use voice capture instead of typing.

Use both when appropriate. The goal is to remember relevant context respectfully and accurately.

Record quick context after a meeting so important relationship details do not disappear.

Create contact-specific tasks so follow-ups, check-ins, and next steps stay visible.

Create a personalized follow-up message using Genify's AI assistant.