{"schema":"exacc.help.page/1","url":"https://exacc.au/help/contact-notes/","title":"Notes on a contact","description":"Keep notes on a customer or supplier as threads: a meeting note, a debtor follow-up or tax return query, addressed to a colleague, with replies.","category":"Contacts","summary":"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**.","lastVerified":"2026-10-10","apps":["app"],"processIds":[],"menuPath":["Business","Contacts","(a contact)","Notes"],"steps":[{"step":1,"title":"Open the contact's notes","body":["Open the contact from **Contacts** and click **Notes**. A contact without notes says \"No notes found. Create a new thread to get started.\""]},{"step":2,"title":"Start a thread","body":["Click **New Thread**:"],"fields":[{"name":"Content","help":"the note itself.","required":true},{"name":"Attention To","help":"the colleague it is for."},{"name":"Note Type","help":"for example Debtor, Meeting Note, Tax Return or Other."}]},{"step":3,"title":"Reply, edit or delete","body":["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."]}],"sections":[{"heading":"Not for financial statements","body":["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":["https://exacc.au/help/manage-contacts/","https://exacc.au/help/add-contact/","https://exacc.au/help/view-receivables/","https://exacc.au/help/send-customer-statements/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}