Contact dossiers
Keep notes about a contact with categories, colors, and optional happened dates.
Each contact page has a Dossier for notes and knowledge about that person.
- Open a contact from Contacts or header search.
- In Dossier, choose Add entry.
- Pick a Category (each has a color). Write in Content. If the category uses dates, set Happened.
- Choose Create entry. To change an entry later, open it, edit, and choose Save changes or Delete.
- Use Search entries… to find text by body or category name.
- Choose Manage to rename categories, recolor them, toggle Happened date, or Delete unused ones. Use + New to add a category.
Entries tagged From contact card sync with the contact’s notes field in iCloud. You can edit them here, but you cannot delete or recategorize them. For a fast note from the board, see Contacts board.