# Add a note to a contact

Save a free-text note on a contact's timeline.

Source: https://www.fundhero.com/help/add-a-note/
Updated: 2026-10-20

A note is a free-text entry on a contact's timeline, such as something you learned on a call. Add one with **Add Interaction** > **Add Note**. Notes aren't available on the Basic plan.

## Add a note

1. Open **Contacts** and select the contact.
2. Select **Add Interaction**, then **Add Note**.
3. Type in the **Notes** box.
4. If your team has tags, pick any you want in **Search Tags**.
5. Select **Save**.

On the Basic plan, **Add Note** shows a lock and opens an upgrade pop-up.

The note appears on the timeline as "added a note" with today's date. Use the **Notes** tab to see only notes. To change one, open its three-dot menu and choose **Edit**, where you can also change the date. Choose **Delete** to remove it.

## Notes on the contact record

Separately, the contact form has its own **Notes** field. That text appears under **Notes** on the contact's detail page and is not part of the timeline. Use **Edit** on the contact to change it.

To record the outcome of a call or meeting, use [Log an action](https://www.fundhero.com/help/log-an-action/) instead.