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Adding notes to a Contact

You can add notes for each contact you add to Blinq as a handy way to add additional information they may not have included on their card, or anything related to your real-life interaction. Notes are not visible to the contact you've added them to.

What you'll need:

▶ An existing Blinq contact

▶ Access to the Blinq app or dash.blinq.me


Step 1: Add notes via the Blinq app

  1. Tap the Contacts tab at the bottom of the screen.

  2. Select the relevant contact.

  3. Tap Add note.

  4. Enter your note in the text box within the pop-up, then tap Save at the top right to save it to the card.

  5. To add more notes, tap Add note again.

  6. To edit an existing note, tap the note text, edit it in the text box, then tap Save at the top right once done.


Step 2: Add notes via Dashboard

  1. Log in to dash.blinq.me on a computer or tablet browser.

  2. Click the Contacts tab on the left-hand side menu of the dashboard.

  3. Select the relevant contact.

  4. Click Create note at the top right of the screen.

  5. Enter your note in the text box, then click Save changes at the top right of the screen.

  6. To edit an existing note, click the note you want to edit, edit it in the text box, then click Save changes at the top right of the screen.

  7. To delete a note, click the note to select it, then click Delete at the top of the screen.


Tip

Notes cannot be restored once deleted, so think carefully before deleting one.

Tip

If you've been added to a Blinq Business account as a Team Member and have shared your contact with your company, any notes you've added to the contact won't be viewable by Team Admins. The same applies in reverse: notes added by an admin won't be visible to the Team Member who shared the contact via their login.


Need help?

Reach out via our chat widget in the Help Center or via [email protected].

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