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Using Tags, Custom Fields, and Notes at the Contact Level

Learn how to add and manage tags, custom fields, and notes for any contact in Notifi. These tools help you organize customer information, track unique data, and attach files directly to a contact profile.

Robert Prasher avatar
Written by Robert Prasher
Updated over 3 months ago

  1. Open the desired contact from the Contacts section.

  2. Tags – Found on the right side of the page. Click the dotted Add button to create or assign existing tags.
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  3. Custom Fields – Located in the middle of the contact summary. Click + Add Field to view or create custom fields. You can then enter values like purchase numbers, reference codes, or job details.
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  4. Notes and Attachments – Found in the left-side menu under Notes & Attachments. Use this area to write notes, upload photos, or attach supporting files.
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Use Case

Tags, custom fields, and notes help personalize and document customer interactions:

  • Use Tags to group customers (e.g., VIP, repeat, referral).

  • Add Custom Fields for tracking project or billing details unique to your workflow.

  • Create Notes and Attachments to keep important communication or files stored with each contact.

This makes contact management more organized and improves visibility across your team.

Related Articles
Understanding Contacts
Job Notes and Attachments
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