Notes & tags
Capture notes (including voice notes) on anyone you know, and organize your network with color-coded tags.
Notes come in three types — general, meeting and call — and can be typed or dictated as voice notes, then edited or deleted at any time. Tags carry a name, a colour and an optional description, and can be applied or removed on a single contact or in bulk across a selection. You can filter your contact list by tag, and manage every tag in Settings.
Notes
Notes are how you remember the context that isn't in anyone's inbox — what you discussed, what they're looking for, who to keep them away from. Open a contact and add a note from their detail panel.
- Give a note a type — general, meeting, or call — so you can tell at a glance what it captures.
- Notes appear in the contact's activity timeline alongside meetings and emails, newest first.
- You can edit or delete any note you've added.
Voice notes
Just got out of a meeting? Tap the microphone and dictate the note instead of typing. NetworkOS transcribes what you say into the note so you can capture context hands-free while it's fresh.
Tags
Tags are a flexible way to group your network however you think about it — "portfolio", "LPs", "warm intros", "met at summit". Each tag has a name and a color, and an optional description so its meaning stays clear over time.
- Create and edit tags as you go, or manage them all in Settings.
- Apply one or more tags to a contact from their detail panel.
- Filter the contacts list by tag to pull up everyone in a group.
Tagging in bulk
You do not have to tag people one at a time. On the contacts page:
- Tick the contacts you want. Search or filter first to narrow the list; the checkbox in the header ticks everyone on the current page, and your ticks stay as you move between pages.
- Click Tag in the bar that appears above the list.
- Choose Add tags or Remove tags, pick one or more tags (or create a new one right there), and confirm.
Tagging applies to the contacts you ticked, not to every contact that matches your filters, and works on up to 1,000 contacts at a time. Removing a tag takes it off those contacts only; the tag itself stays for everyone else.
You can also tag every contact in an import as it runs, which is the fastest way to label a batch from a conference list or a LinkedIn export.
Related
Working with contacts · Tasks & follow-ups · Settings & billing (manage all your tags)
Common questions
- Can I dictate a note instead of typing it?
- Yes. Notes support voice input, so you can dictate straight after a call or meeting rather than typing. The note is saved to the contact like any other and can be edited or deleted afterwards.
- What is the difference between the note types?
- Notes are typed as general, meeting or call. The type is a label that makes the activity timeline easier to scan, letting you tell a meeting write-up apart from a quick observation at a glance.
- Can I tag many contacts at once?
- Yes. On the contacts page, tick the contacts you want (search or filter first to narrow the list), click Tag in the bar above the list, then choose Add tags or Remove tags. You can pick several tags at once or create a new one there. It applies to the contacts you ticked, up to 1,000 at a time. You can also tag every contact in an import as it runs.
- Where do I rename or delete a tag?
- In Settings. Tag management lives there, and changes apply everywhere the tag is used. Each tag has a name, a colour and an optional description to explain what it is for.