Overview
Notes are flexible records in your activity timeline that help you capture important information, observations, and insights about your Accounts, Contacts, Candidates, Projects, and Applications. Unlike other activity types that track specific interactions (calls, appointments, emails), notes serve as your digital notepad for documenting anything relevant to your work.Note Properties
| Field | Description |
|---|---|
| Related Records | Records in Nexus linked to the note. When a record is linked, the note appears in that record’s activity timeline. |
| Use Template | Select a note template from the Content Studio. The defined content including variables will be loaded. |
| Note Title | Title of the note. |
| Note Type | Type of note. Possible values: General Note, Meeting Note, Call Note, Research, Reminder |
| Note Content | Optional description of the note. |
| Pin this Note | When pinned, the note is always displayed at the top of the activity timeline for all linked records. |
| Make this Note Private | When set to private, only the creator can see the note. |
Create Notes
Open the detail page of the record (Account, Contact, Project etc.) where you want to create a Note
Click the "Note" button in the upper right corner of the activity timeline
The following fields are editable:
- Related Records
- Use Template
- Note Title
- Note Type
- Note Content
- Pin this Note
- Make this Note Private
Edit Notes
Click the grey pencil icon "Edit Activity" on the right side of the relevant note
The following fields are editable:
- Linked Records
- Use Template
- Note Title
- Note Type
- Note Content
- Pin this Note
- Make this Note Private