Notes in Live 360 help you organize information, track follow‑ups, and maintain a clear history for every contact. They work as smart mini‑reminders that evolve with your workflow.
đź“Ť Where to find Notes
To access a contact’s Notes:
- Go to Contacts & Groups
- Click on the contact’s name
- The Notes section will appear, ready for you to add, edit, or update information
đź“ť What can you do with Notes?
Notes allow you to:
- Save important information
- Track pending tasks
- Set deadlines
- Keep a change history
- Organize your workflow using statuses
They’re ideal for agents, support teams, sales, and any operation that requires consistent follow‑up.
đź’ˇ Key Features of Notes
🔹 1. Status options
Each note can be assigned a status that reflects its current condition. Available statuses include:
- In progress
- Overdue
- Success
- Warning
- Info
- Pending
These statuses help you instantly understand what needs attention.
🔹 2. Expiration date ⏳
You can assign an expiration date to any note. This prevents old reminders from piling up and keeps your workflow clean.
đź”” 3. Notifications for expired notes
When a note reaches its expiration date, Live 360 will display an alert in the notification bell. This ensures you never miss an important follow‑up.
🔄 4. Easy editing
Editing a note is simple:
- Click directly on the note’s text
- The content becomes editable
- Update what you need and save
No need to delete or recreate the note.
đź•“ 5. Update history
Each note includes a history log, showing:
- What was changed
- When it was changed
- Who made the change (when applicable)
This is essential for audits, agent accountability, and operational clarity.
🔍 Filters in the Contacts list
In the main Contacts view, you can filter notes by status:
- Pending
- In progress
- Info only
- Overdue
These filters help you prioritize and focus on what matters most.
If you have any questions, email us at info@360techusa.com or our support on WhatsApp at +1 (833) 858-4454.