Contacts Notes – How to Add, View, and Manage Notes in Talkyto Business

Introduction

The Contacts Notes feature in Talkyto Business allows Business Admins and mobile app users to store important information directly inside each contact.

Notes are saved at the organization level and are synchronized between Talkyto Business and the Talkyto mobile app.

1. Viewing and Managing Notes in Talkyto Business

Talkyto Business now includes a Notes section for every contact inside any Contact List.

How to access notes

1. Open Talkyto Business.
2. Go to Contact Lists.
3. Select the desired list.
4. Locate the contact you want to manage.
5. Click Actions (three dots) → Notes.

Available actions in Business

Inside the Notes panel, Business Admins can:

• View the full notes history.
• Add new notes.
• Edit existing notes.
• Delete notes.

2. Viewing and Editing Notes in the Talkyto Mobile App

On mobile, users can quickly see the latest note assigned to a contact.

How to access notes in the app

1. Open the Talkyto app.
2. Go to Calls.
3. Tap Contacts in the top-right corner.
4. Open the desired Contact List.
5. Select the contact.

The app shows:

• Only the latest note
• The timestamp of the latest update
• An option to edit the note or add a new one, depending on permissions

Summary

• Notes can be created and managed in Talkyto Business.
• The mobile app displays the latest note with timestamp and allows updates.
• Business Admins can view full history, add, edit, and delete notes.
• Notes are always synced across the platform.

Updated on: 08/12/2025