Helpmonks - add many notes to emails, contacts, or companies

Multiple notes for contacts and companies

As of immediately, we enhanced the option to add a note to a contact or a company with being able to add multiple notes.

As previously, you can add a note directly on the contact page. However, new, older notes will be available in the notes overview, where you can edit or remove them. The most recent note will always be on top and shown to all your team members.

Helpmonks - add notes to contacts or companies

Of course, we also made this option available within the sidebar of any email thread, i.e., you can add a note to a contact or a company without any context switching.

Helpmonks - multiple notes per email thread

That's it. It's short and sweet but very useful.

Stay tuned for a significant update to take your customer management to another level.

Related Roadmap posts
Enhance the existing note option to add another note
Have overview of all notes of contact / company
Show the latest note in the email thread
Have option to add note from email thread
Major design changes and performance updates
This release includes many product improvements and updates, which is part of our commitment to continuous product improvement and user feedback.
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Now available: EU data center
We are pleased to inform you about our latest service update. As part of our expansion plans for ourĀ email management, a EU data center for email hosting is now available
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New in Helpmonks: Retention policies
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