Notes

Notes let you keep a running log of interactions, context, and follow-up details across your CRM. You can add notes to contacts, tasks, and appointments — and all of them appear together in a single notes feed on the Contact Detail page.

[SCREENSHOT PLACEHOLDER: Contact Detail page showing the notes feed with a mix of contact, task, and appointment notes]

Example: After a sales call, add a note to the contact with key takeaways. When you create a follow-up task, add a note to the task with the specific action items discussed. Both notes appear together on the contact's notes feed, giving your team full context.

Adding a Note

1. Navigate to a Contact Detail page, task detail view, or Appointment Detail page.
2. Click the "+ Add Note" button at the top of the notes section.
3. Write your note using the rich-text editor.
4. Click Save. The editor collapses automatically.

You can add notes from three places:

Rich-Text Editor

The note editor supports formatting with a toolbar:

• Bold, italic, and strikethrough text
• Headings (H1 and H2)
• Bullet lists and numbered lists
• Task checklists (interactive checkboxes)
• Blockquotes
• Code blocks

Note Templates

Note templates are reusable content scaffolds that pre-fill the editor with structured content when you create or edit a note. They help your team follow a consistent format for things like meeting notes, follow-up summaries, and intake forms.

Example: Your team agrees that every client meeting should be documented with the same structure: attendees, discussion points, key decisions, and action items. Create a "Meeting Notes" template, and anyone on your team can select it when adding a note — the editor is instantly filled with the right headings and sections to complete.

Using a Template

When adding or editing a contact note, click the Template dropdown (file icon) in the editor toolbar. Select a template from the list to populate the editor with its content.

Templates are available for contact notes only. Task notes and appointment notes do not currently support templates.

[SCREENSHOT PLACEHOLDER: Rich-text editor toolbar showing the Template dropdown with available templates]

Default Templates

The first time anyone on your team opens the template list, three default templates are automatically created:

These defaults can be edited or deleted like any other template.

Managing Templates

To create, edit, or delete templates:

1. Navigate to the Notes page in the sidebar.
2. Click the Manage Templates button (gear icon, top-right).
3. A management view appears with all templates listed.

From here you can:

• Create — Click "New Template", enter a name, compose the content in the rich-text editor, and save.
• Edit — Click the edit icon on any template to update its name or content.
• Delete — Click the delete icon and confirm. Deletion is permanent.

Editing & Deleting

You can edit or delete any note:

• Edit — Click the edit icon on any note to reopen the rich-text editor inline. Make your changes and click Save, or press Escape to cancel.
• Delete — Click the delete icon and confirm. Deletion is permanent.

Edit and delete controls appear on hover (desktop) or in the note footer (mobile).

Pinning Notes

You can pin contact notes to the top of the notes feed. This is useful for surfacing important context that your team should see first — for example, a note about a contact's preferred communication method, a known issue with their account, or key details from an initial consultation.

Pinned notes display with an amber "Pinned" badge and a subtle green background, making them easy to spot.

To pin or unpin a note, click the pin icon alongside the edit and delete controls.

Pinning is available for contact notes only. Task notes and appointment notes cannot be pinned.

The Notes Feed on Contacts

The Contact Detail page shows a single notes feed that combines all three note types in chronological order (newest first). Each note shows the author name, timestamp, and formatted content.

Notes from tasks and appointments are visually distinguished:

[SCREENSHOT PLACEHOLDER: Notes feed showing a contact note, a task note with green badge, and an appointment note with blue badge]

Searching Notes

The /notes Page

The /notes page provides a centralized search across all notes in your workspace.

• Full-text search — Search across all of your contact notes, task notes, and appointment notes at once.
• Entity type — Each result shows what the note is attached to (contact, task, or appointment) and links directly to the parent record.
• Contact filtering — When you click "View All Notes" from a contact's page, the notes page pre-filters to show only that contact's notes.

The Notes page is accessible from the sidebar and from Global Search.

Notes in Global Search

Notes are searchable via the Global Search palette (⌘K / Ctrl+K). When you search, matching note text appears as a result with the linked contact's name. Selecting a note result takes you to the parent record:

• Contact notes → Contact Detail page
• Task notes → Task detail view
• Appointment notes → Appointment Detail page

Appointment notes are module-gated — they only appear in search results when the Appointments module is enabled.

Permissions

All workspace members can view, create, edit, and delete notes.

Related

• Task Notes — How notes work on tasks
• Appointment Notes — How notes work on appointments
• Technical Reference: Notes — Data models, schemas, and architecture