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

# How to add a note to a contact

> Capture what you learn about a candidate so the whole team remembers it, searchable later and shareable with clients.

To add a note to a contact, open their profile, write the note, choose its type, and decide whether it stays internal or is shared with clients in the Client Portal.

## What this gets you

* Context from calls and interviews isn't lost, and the whole team can see it.
* Notes are searchable later, so they help you rediscover people.
* You choose whether a note stays internal or is shared with your client.

## Steps

1. Open the contact's profile.
2. Add a note and choose its **note type**.
3. Keep the note **internal**, or share it with your client through the Client Portal.
4. Save. Notes keep the order of their creation date.

## Tips

* You can search notes later. See [How to search and filter contacts by recruiter notes](/how-to/search-contacts-by-recruiter-notes.md).

## Ideas to get more from it

* Write notes with the words you'd search for later, such as *relocating* or *notice period*.
* Share only the notes that help a client decide, and keep the rest internal.

## Related

* [Contact profiles guide](/contact-profile.md)
* [Client Portal guide](/client-portal.md)


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