How do I Add, Edit or Delete Notes in Alignable 360?

As a Paid Alignable Member you have the opportunity to keep notes and manage your connections using built in tools in Alignable 360. By focusing on quality over quantity, Alignable 360 helps you network smarter. It prioritizes meaningful connections that can lead to long-term business relationships. It simplifies follow-ups and engagement by suggesting next steps and helps you stay top-of-mind with the right connections. This approach ensures you’re consistently nurturing relationships that matter to you.

Using the note section you can keep track of conversations, dates, and more to manage your network your way.  You can also filter your connections based on notes.

To add a note to a connection

1. login to Alignable.
2. Navigate to https://www.alignable.com/biz/my_network
3. Click Connections
4. Click View beside the connection you'd like to add a note to
5. A slide out menu will appear on the right hand side
6. Click the 🧑‍🧒 (profile) icon to bring up the connection's information
7. Scroll down to the bottom of the slide out
8. Start typing in the text box under Notes
9. Click Save

To edit a note under a connection

1. login to Alignable.
2. Navigate to https://www.alignable.com/biz/my_network
3. Click Connections
4. Click View beside the connection you'd like to add a note to
5. A slide out menu will appear on the right hand side
6. Click the 🧑‍🧒 (profile) icon to bring up the connection's information
7. Scroll down to the bottom of the slide out
8. Select the note you'd like to edit ∨
9. The note box will open and you can make edits
10. Select Save after the edits

To delete a note under a connection

1. login to Alignable.
2. Navigate to https://www.alignable.com/biz/my_network
3. Click Connections
4. Click View beside the connection you'd like to add a note to
5. A slide out menu will appear on the right hand side
6. Click the 🧑‍🧒 (profile) icon to bring up the connection's information
7. Scroll down to the bottom of the slide out
8. Select the note you'd like to edit ∨
9. The note box will open 
10. Select Delete 
    NOTE: Once you delete a note, it is gone forever and cannot be recovered.