How to Use Notes and Tags to Organize Contacts

With HiHello Professional and HiHello Business, you can organize your contacts with tags and notes. Adding notes and tags is a wonderful way to keep essential things organized, like who you met and when you met them.

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With a HiHello Professional, HiHello Business, or HiHello Enterprise subscription you can add notes and tags to your contacts.

Notes are a great way to maintain that personal connection you’ve made while networking. When adding people on HiHello, I will often add a note to their contact that includes something they may have mentioned in passing, like their dog’s name or favorite color. Next time I connect with this person, I can ask Juan—who I met at Summit 2.0—how his poodle Gerald is doing. 


Adding tags to your contacts is a great way to keep your smart address book organized. For example, if I add a “Summit 2.0” tag to each person I met at that event when I look at my HiHello contacts, I’ll see a distinct contact group that includes everyone with a Summit 2.0 tag.


Tags and notes are private to your account, so rest assured none of your contacts know you are keeping them organized with other event attendees!


How to add notes and tags on the web app


1. Navigate to your contacts.

HiHello smart address book contacts on web app.
Notice your tags will automatically group contacts on the contacts page. 


2. Go to the contact and click Edit (the pencil icon). 

HiHello edit contacts on web app


Please note that you cannot edit a card if someone is a live contact. To add notes or tags to a live contact, tap View instead of Edit. You’ll then be able to add notes or contacts.

3. Add any notes or tags.

HiHello add notes and tags on web app
You can edit any previous notes by hovering over the existing note and clicking the pencil. 


A group of CEOs went out for ice cream after the conference. I wanted to remember that Juan said his favorite ice cream flavor is mint chocolate chip. We also bonded over bagels, so I put his favorite type of bagel in there as well, so next time we do breakfast, I can make sure the bagel shop has egg everything bagels handy!

4. Click Save.

HiHello save contact on web app


How to add notes and tags on the mobile app

1. Navigate to your contacts.

HiHello smart address book contacts on mobile app
Notice your tags will automatically group contacts on the contacts page. 


2. Select a contact, and tap the pencil icon next to tags and/or notes.

HiHello edit contact mobile app


3. Add any notes or tags and tap Done.

HiHello add notes and tags to contact mobile app


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