Notes and comments on a record

A note is plain text kept on a record's timeline for the whole team.

Write a note

1. Open a company, person or deal.
2. In the composer, the Note tab is open. Type under "Write a note for the team".
3. Press Save note.

The note appears at the top of Activity with your name and the time. Filter the activity by Notes to see only notes. You can also write a note from the Preview tile that opens beside a list when you click a row.

Log a call

Choose Log a call, write what was said and save. It goes on the timeline as a call. It does not dial anything. Call from your phone opens your dialler.

Rules

• No bank or card details. Bank or card details typed into a note, a log, a task or a plain text field are refused, with a pointer to the held fields.
• Held details stay held. Date of birth, home address and bank details never appear in a list or export. An owner or admin can ask for one held detail by name, and every such request is logged.
• Every note is kept. A note is added to the timeline, not edited in place.

Not connected

• Comments on a note or a timeline line are not connected yet.
• Files cannot be kept on a record yet. Nothing can be uploaded to it.
• WhatsApp cannot be sent or logged from a record yet.