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How do I pin notes to a contact or listing mandate?
How do I pin notes to a contact or listing mandate?

Learn how to add visible notes that display prominently on listings or contacts as soon as you open them up

Adriaan avatar
Written by Adriaan
Updated over a week ago

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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