Have important information available at first glance on your listings or contacts in Base, here is how.
Open the listing or contact, and click on Diary:
Under type select Note (pick from dropdown or start typing)
Select a future date or add a date range if required and type your note:
Select repeat frequency
Once saved, click on the pin note icon:
The note will be pinned on the right to stand out in the timeline view:
Next time you open the contact, the note will be highlighted in the overview screen like this:
Notes (like other activities) will also show on your main Base calendar available on the dashboard:
You can add and pin multiple notes, as per the example below:
