Open the contact and click Notes. New Thread starts a note: write the Content, choose who it is for (Attention To) and a Note Type such as Meeting Note or Debtor, and Save. Others can Reply; filter the list by Note Type.
1. Open the contact's notes
Open the contact from Contacts and click Notes. A contact without notes says "No notes found. Create a new thread to get started."
2. Start a thread
Click New Thread:
- Content (required) - the note itself.
- Attention To - the colleague it is for.
- Note Type - for example Debtor, Meeting Note, Tax Return or Other.
3. Reply, edit or delete
Each note shows who wrote it and when. Reply adds to the thread; Edit and Delete change or remove a note (deleting asks first). Use the Note Type filter to see, say, only debtor notes.
Not for financial statements
These are working notes on the contact. The notes in the Financial Report are a standard set and are not taken from here. Attachments on notes are not available yet.
Related guides
- Find and manage contacts
- Add or edit a contact
- See who owes you (receivables)
- Send statements and payment reminders
Checked against Exacc on 10 October 2026. Machine-readable version