Adding Notes to a Contact in RISE

Updated March 02, 2026 23:49

There will always be those small pieces of information that do not fit within the standard fields of a contact record. RISE gives you a notes field to place in which to store those pieces of information. Here's how.

If you had notes in Engage, they will be migrated to the Notes section in RISE.

One of the menus you will have in your top navigation within a Contact is Notes. Use this area for information about a client, pertinent details, or other items that are important in building your relationship with a client.

Notes on Menu.png

Once in the Notes area, select the Add New Note button if there are no existing notes for the contact or New Note button if there are existing notes for the contact.

Add a New Note.png

New Note.png

Selecting either opens a new note screen for you to enter in notes on the topic of your choice and select the Submit button.

New Notes box.png

The notes appear on your Notes screen. You will have icons allowing you to edit or delete the notes you have created.

Edit or Delete a Note.png

If the notes were imported from Engage, they will not be editable.

Related to

Contacts

Adding Notes to a Contact in RISE

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