What would really be helpful is an open task bar on each contact. It would be a bar or section on the side that you could add editable ongoing notes about what is going on with this client. Things and info that you need right away. For example: Do not text this client - always call, remember this for our next meeting, these are things we are working on or toward, We are doing this on this account, etc. Things that are already in their notes, but quick and easy to see and can be changed as you go forward. Items you don't want to search for everytime you create an agenda, take a phone call, or prepare for meeting.