Unmio - Add, Edit, and Delete Contact Note

This guide provides a straightforward approach to managing notes within the Unmio platform, making it easy for users to enhance their contact interactions. By following the steps outlined, you can efficiently add, edit, and delete notes, ensuring your contact information remains organized and up-to-date.

Jesus Torres
19 steps
2 minutes

Unmio

To access your organization's digital community on Unmio, use the following [instructions](https://scribehow.com/viewer/Unmio__QR_Code_Login__g_VmQvoHSyuRB1OXh286TA) to login.

Add A Note To Contact

A successful login will navigate to your home dashboard.

From the home dashboard, select the hamburger menu icon

Click "Contacts"

Use filters to quickly narrow search for desired contact

Click on contact

Click "Notes"

Click "Add note"

The note text window opens.

Click the "Add a note" field.

Click "Save"

Congrats! You've created a contact note.

Edit A Note

Click on the pencil icon.

Click the "Add a note" field to edit text.

When done editing click "Save"

Congrats! You have edited a contact note.

Delete A Note

Click on the "X".

You will be asked to confirm that you want to delete the note.

Click "Yes, delete"

Congrats! You have deleted a contact note.