---
title: "Contact Note Categories"
url: "https://epona-support.ardex.tech/en/article/contact-note-categories"
language: "en"
last_updated: "2026-05-15T05:13:04.632Z"
---

# Contact Note Categories

**What are Contact Note Categories?**

Contact Note Categories let you tag notes logged against contacts, making them easier to find and filter later. When your team records an interaction, a financial conversation, a health observation, or an administrative action against a contact, the category gives that note a label so the right notes surface at the right time.

  

![](https://cdn-assets.productfruits.com/f55c7f91-1d55-467c-81fb-c0e4ad84a8c4)

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### Where does it appear?

-   **Add Contact Note** - the Category field when logging a note against a contact record
-   **Contact record - Notes tab** — filter notes by category to view only the relevant history
-   *(Future)* **Reports -** activity summaries broken down by note type

### How to manage Contact Note Categories

#### Add a category

1.  Go to **Settings → Category Management → Contact Note Categories** tab
2.  Type the category name in the **Category Name** field.
3.  Click **\+ Add Category**.

#### Set a default

Toggle the **Default** switch on the category that should pre-fill when adding a new contact note. Only one default is allowed at a time.

#### Reorder categories

Drag the ⠿ handle to reorder. The order determines how categories appear in the note form dropdown.

#### Edit a category name

Click the **pencil icon**, update the name, and save.

#### Archive a category

Click the **archive icon** to retire a category. Notes already tagged with it retain the label, but the category won't appear for new notes. Use **Show archived** to restore it.

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### Tips

> 💡 **Think about retrieval, not just recording.** The best category names are ones that make it obvious which notes you'll find there — "Financial Discussion", "Health & Wellbeing", "Contract / Legal", "General" are clearer than vague labels like "Important" or "Misc".

> 💡 **A small set works best.** 4–6 well-chosen categories make notes consistently categorised across your whole team. Too many options leads to inconsistency.