How to take notes about a client on WhatsApp Web
What you agreed on, their size, the day they can receive a delivery, their partner’s name. That does not belong in the conversation and always ends up in a notebook you do not have with you. Zapkit keeps those notes attached to the contact, inside WhatsApp Web.
Step by step
- Install Zapkit and turn on "Notes about the contact".
- Open the chat and click the notes button in the header.
- Write. The note stays there, tied to that contact.
It is about them, never to them
Nothing you write is sent. The note is yours, and the person on the other side has no way to see it.
It leaves the chat and becomes searchable
You can search everything you have written, for any contact, when you cannot remember which conversation it was said in.
The note lives in your account, not on the machine
It follows your access key, so it stays with you if you switch computers.
Frequently asked questions
Can they see the note?
No. Nothing is sent into the conversation.
Does it work in groups?
Yes, the note attaches to the group as it would to a contact.
Is it free?
Yes, it is in the Free plan.