Just Launched: Timeline Memos
Feature
You can now add memos directly to contact timelines, making it easier to store and track important details about your contacts in one convenient place.
This update is part of our broader notes system upgrade, with more comprehensive improvements (Notes v2) coming soon.
Access timeline memos directly from any Person record timeline - no extra steps required.
Bonus: These memos will integrate with our upcoming AI Personal Assistant, enhancing the Q&A capabilities when that feature launches.