Notes
In Spin, notes are key attachments for events, locations, and contacts. This guide will show you how to create notes, delete notes, and use Spin’s privacy settings to manage note visibility effectively.
Create Note
To create a note, go to the Notes section of your selected subject (contact, event, or location) and click the Add Note
button. A modal will appear with
two fields:
-
Visibility: Choose the privacy level for your note:
- Private: Only you can see it.
- Team Only: Shared with your team members.
- Public: Visible to anyone associated with the subject.
-
Body: Enter the main content of your note here.
Once you’ve completed your note, click the Create Note
button to save it.
Delete Note
To delete a note, find the note you wish to remove and click the trash icon . A confirmation
modal will appear. Choose Delete Note
to permanently remove it, or select No, Don't Delete It
to cancel the action.
Posted By
Cole Coleman
CEO @ Simple City Software