Notes

Notes are timeline entries. They appear on contact, company and deal pages and as comments on a task.

Writing a note

The composer is at the top of the card. Write and press Add note. A body is required.

Markdown is rendered, including headings, bold, lists, links and code.

Reading notes

Notes are listed newest first, each with the author's avatar, name and a relative timestamp.

A note keeps its author's name after that person is removed from the account. Where the name cannot be resolved, the note is attributed to a former teammate.

Deleting a note

Each note has a delete button with a confirm. Notes cannot be edited. A record's notes are deleted with the record.

Notes elsewhere in the app

• Notes appear in Recent activity on Home.
• Adding a note to a deal removes it from the “deals need follow-up” list on Home.