> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Notes

> Learn how to create and manage follow-up notes for your Zoho Contacts directly from WhatsApp using the EazyBe extension

Create follow-up notes and save important messages for future reference when conversations pause or require future follow-up. Keep all your contact communication details organized and accessible.

## How to Create Contact Notes

<Steps>
  <Step title="Open the WhatsApp Chat">
    Open the WhatsApp conversation with your Zoho Contact that you want to add notes to.

    <img src="https://mintcdn.com/eazybe/3IVd4I77uXzKkubI/images/1217631435.png?fit=max&auto=format&n=3IVd4I77uXzKkubI&q=85&s=0ab470337a5394cec43b5ed798591cff" alt="Open WhatsApp Chat" width="1227" height="900" data-path="images/1217631435.png" />
  </Step>

  <Step title="Click on the Zoho Icon">
    In the right-side panel of the EazyBe extension, locate and click on the **Zoho icon** to access your CRM features.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1113034097.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=40f3f28c1e889c57a92e75209ec6d893" alt="Click Zoho Icon" width="1227" height="900" data-path="images/1113034097.png" />
  </Step>

  <Step title="Access the Notes Section">
    The **Notes section** is located as the second header under the Contact information area. Click on it to view existing notes or create new ones.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1113034349.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=a86feeb83ce3aa1ea80a61596c75a670" alt="Notes Section" width="1227" height="900" data-path="images/1113034349.png" />
  </Step>

  <Step title="Create a New Note">
    Click on the **New Note** button to open the note creation form.
  </Step>

  <Step title="Fill in the Details and Save">
    Enter your note content in the form and click the **Save Note** button to save your entry.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1113034605.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=203b5fbb67d02e793871e1158c7e7e52" alt="Save Note" width="1227" height="900" data-path="images/1113034605.png" />
  </Step>
</Steps>

## Managing Your Notes

Once created, you can perform the following actions on your notes:

<CardGroup cols={3}>
  <Card title="View" icon="eye">
    Review all your saved notes for the contact
  </Card>

  <Card title="Edit" icon="pen">
    Modify existing notes to update information
  </Card>

  <Card title="Delete" icon="trash">
    Remove notes that are no longer needed
  </Card>
</CardGroup>

<Tip>
  You can create multiple notes per contact, making it easy to track different conversation topics and follow-up items over time.
</Tip>

<Info>
  Regularly documenting your conversations helps maintain a complete history of your interactions with each contact, making follow-ups more effective.
</Info>

## Need Help?

If you have questions or need assistance, contact our support team at [hey@eazybe.com](mailto:hey@eazybe.com).