Can't find what you're looking for? Try searching these help pages using the search above, or browse our most popular answers below.
If you still have questions, don't forget you can click the support link when logged in, or email us directly at and we'll do our best to get back to you within 4 working hours (M-F 8am to 5pm UTC, 2am - 11am CST).


What are notes?

Notes are an easy way to store information about things in Tactile as and when they happen. Speak to a client on the phone? Make a note about the conversation and as time passes you start to build up a valuable history of what has happened and who has said what.

Can I make my Notes private?

Yes. When you add a note, simple tick the ‘Make private’ check box and only you will see the note. It will also be a slightly lighter shade of yellow to help you distinguish it on the overview pages.