How Notes work with Sideline Pro

The Notes functionality in Sideline Pro allows you to capture important customer information when things are top-of-mind. The information saves in your Contact Details so you can easily remember important notes about your customers and your conversations with them.

Please note: The Sideline inbox search feature does not scan through the information contained within the contact notes. 

Key benefits of Notes: 

• Ability to add comments directly after speaking with a customer, so you don't forget important customer/client needs, dates, appointment time, etc (this is part of the Contact Panel feature and is available for Pro iOS subscribers only at this time)
• Ability to maintain a log of information on your customers and their needs.
• Allows for increased communication and engagement with your customers.

Now that you've learned about the benefits of Notes, view our article on 'How to add a note to a Contact' to learn how to use Notes with Pro.

If you have further questions about the Notes feature, please submit a request.