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How to add notes and documents to a contact record?

Adding notes and documents to a contact record helps keep all relevant information in one place. Here’s how you can easily add and manage them in POINT.

How to add notes to a contact record. Available on Core & Pro. (see video below)

Internal notes are a great way for admins to keep track of specific volunteer details. These notes are only visible to organization admins.

  1. Use the left-side menu on your admin dashboard and click People, then Contacts.
  2. Find the volunteer you want to add documents to, and then click on their name to be taken to their volunteer profile. Select the "Notes" tab. 
  3. Click the orange Create Note button on the right side.
  4. Fill out the note information and click Save. 

✨ Pro Feature: Enhanced Notes
On the Pro Plan, you have additional options when creating a note:

  • Pick a Color: Categorize your notes visually.

  • Attachments: Attach a file directly to a specific note (Max 5MB; supports .JPG, .PNG, .PDF, .DOCX, .CSV, .XLSX, .PPTX, .TXT).


How to add notes to a contact record:

    Note: Adding documents to a contact record's notes is only available on our Pro subscription. Interested in upgrade? Here's our pricing page.


    How to add Internal Documents. Pro Subscription (see video below):

    If your organization is on the Pro Plan, you have access to a dedicated Internal Documents tab. We have separated this from Notes to make it easier for admins to upload and manage files independently.

    1. Go to People > Contacts and open the volunteer's profile.
    2. Select the Internal Documents tab.
    3. Click the orange button on the right side that says “+Add Document”. 
    4. Browse for your file (Max size: 5MB).
      • Supported formats: .PNG, .JPG, .JPEG, .HEIC, .PDF, .DOC, .DOCX, .CSV, .XLSX, .XLS, .PPT, .PPTX, .TXT.

    5. Click the orange Add Document button to finish.

    How to add Internal Documents to a contact record with Pro: 


    Volunteer Uploads

    Don't forget! Any documents submitted by a volunteer (e.g., via an Application or Event signup) will automatically appear in the Volunteer Uploads tab and under the Additional Information section on the Details tab for easy reference. Learn more <here>.



    Questions? Email us at support@pointapp.org.