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
Create Notes
1
Open the detail page of the record (Account, Contact, Project etc.) where you want to create a Note
2
Open the "Activities" tab
3
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
4
Click the blue "Create Note" button to save
Click Cancel if you do not want to create the note.
Edit Notes
1
Open the detail page of the record (company, contact, etc.) where you want to edit a note
2
Open the "Activities" tab
3
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
4
Click the blue "Save Changes" button to save
Click Cancel if you do not want to save the changes.
Delete Notes
1
Open the detail page of the record (company, contact, etc.) where you want to delete a note
2
Open the "Activities" tab
3
Click the red trash icon "Delete Activity" on the right side of the relevant note
4
Confirm the warning by clicking "Delete Activity"