Inserting QuickNotes into topics or contact profiles

QuickNotes can become useful, too. So when they do, you can always insert them into relevant topics or contact profiles. To do so, just hover your mouse onto that QuickNote item, then click on the “Insert to…” button to see the selector panel (new feature in v3.3). With the selector panel, you can easily insert the selected note to one or more topics and/or contact profiles.

You can also type a few characters in the “Search” input box to filter the result list, which is updated real time as you type.

After insertion, the original QuickNote is not deleted. You can still keep it in the QuickNotes section, or go ahead and delete it.

Note

This article involves a newly introduced feature in Pagico v3.3.


Related posts:

  1. QuickNotes (deprecated)
  2. Associate Topics with Contact Profiles
  3. Moving things among projects and profiles
  4. Inserting files into Contact Profiles
  5. Contact Profiles

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