Conversations & contacts

Add notes to contacts

Use this SOP when you want to keep extra context with a contact, such as a call attempt, objective, appointment or other information that you want to quickly find later.

Last updated: May 22, 2026 Estimated time: 3 minutes

Brief overview

Open the correct contact via Conversations into app.ldgns.be and click in the right sidebar Notes. Via +Add create a new note.

Give the note a clear title, write the context in the description and use formatting, a color or an attachment if necessary. Once saved, the note will appear in the contact's Notes panel.

You can pin important notes so that they stay at the top. You can release less important notes later.

Video explanation

Check out the walkthrough to see how to open the Notes panel, fill out a note, and find your saved notes.

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Step-by-step plan

Step 1 - Open the Notes panel

Open the conversation or contact sheet of the right person. Right click on the vertical sidebar Notesicon. The Notes panel opens on the right side of the screen.

Open Notes icon in the right sidebar of Conversations — Use the Notes icon on the right to open this contact's notes.

Step 2 - Create a new note

At the top of the Notes panel, click +Add. Refill Title a short title, such as Called, and write Description what happened or what information you want to keep.

Add note form with title description color attachment and Save button — Use a short title and put the real context in the description.

Step 3 - Use formatting, color, or attachment if helpful

You can make text bold, underlined or italic, add a link or choose a color to make the note more noticeable. Only add a file via Upload file when that attachment really belongs to this contact person.

Use colors to scan notes faster, but always write the most important information clearly in the title and description. Color alone is not a substitute for clear text.

Step 4 - Save the note

Check the title and description and click on the bottom right Save. The note will then appear in the Notes panel with the chosen color and the time it was created.

Notes panel with saved yellow and green notes for a contact — After saving, the notes are listed chronologically in the Notes panel.

Step 5 - Pin important notes

Click on the pin icon next to a note when it should remain at the top, for example for important appointments or context that the team often needs. Click again to unpin the note.

Common problems

I don't see the Notes panel.

Check whether you are in the right conversation or on the right contact sheet and click on the Notes icon on the right in the vertical sidebar.

I don't know what title to use.

Use a short action title such as Called, Purpose discussed, No response or Appointment info. Put the details in the description.

My attachment won't upload.

Check that the file is relevant, not too large and has a normal file type. Then try again via Upload file.

An important note drops to the bottom.

Pin the note with the pin icon. This way it remains visible at the top, even when new notes are added later.