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:

  • 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:

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