Overview

Notes are used to capture and store written information such as call notes, meeting summaries, or internal documentation. Notes can exist on their own or be linked to contacts and deals.

Filters

Filters help you find notes based on specific criteria.

• Go to the Notes page

• Click Filters

• Select a filter field

• Choose a filter option

• Filters apply automatically

• Multiple filters can be applied at once

Pinned / Saved Views (Notes)

Saved views let you store custom note views for quick access. Views are created using filters, sorting, and column customization.

• Go to the Notes page

• Apply filters, sorting, and column settings

• Click Save View or Pin View

• Name the view

• Save

• The view appears in the sidebar

Pinned views load the exact setup that was saved, including filters, sort order, and visible columns.

• Click a pinned view in the sidebar to open it

• Update the view and save changes to modify it

• Remove a pinned view to delete it from the sidebar

Saved views do not change note content, only how notes are displayed.

Defaults

Defaults control how new notes behave.

• Default visibility

• Default template if set

• Default linking behavior if applicable

• Defaults apply to newly created notes only

Templates

Templates allow you to standardize note structure.

• Templates can be selected when creating a note

• Templates pre-fill note content

• Templates do not lock content and can be edited per note