Contact notes - Dialbird

You can keep notes on any saved contact, so the whole team remembers the details that matter. The gate code, the dog’s name, the fact they always pay late. Anything that helps next time you speak to them.

Adding a note

To jot something down:

Open the contact and find the Notes section at the bottom of their details.
Type in the Add a note… box.
Press Enter to save it (use Shift+Enter if you want a line break instead).

Your notes build up underneath, newest first, and each one shows who wrote it and when (the time if it’s from today, otherwise the date). That way the whole team can see what’s already been noted, without asking around.

Changing or removing a note

Hover over one of your own notes and two icons appear: a pencil to edit it, and a bin to delete it. You can see everyone’s notes, but you can only edit or delete the ones you wrote yourself.

Last modified on July 15, 2026