Guides

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.

  1. Open a contact from Contacts or header search.
  2. In Dossier, choose Add entry.
  3. Pick a Category (each has a color). Write in Content. If the category uses dates, set Happened.
  4. Choose Create entry. To change an entry later, open it, edit, and choose Save changes or Delete.
  5. Use Search entries… to find text by body or category name.
  6. 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.