Notes overview

Notes in Slant capture important information about your clients that doesn’t fit elsewhere. They’re your digital scratch pad for recording conversations, observations, and details that help you serve clients better.

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What are notes?

Notes are free-form text records attached to clients, prospects, contacts, or meetings. They capture:

• Conversation summaries — What was discussed in calls or meetings
• Client preferences — Personal details, communication preferences
• Important observations — Changes in circumstances, concerns raised
• Internal memos — Team communication about a client

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Where notes appear

Notes can be attached to:

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Note anatomy

Every note includes:

• Content — The main text of the note
• Author — Who created the note
• Timestamp — When it was created
• Record link — What the note is attached to
• Visibility — Who can see the note

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Viewing notes

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On a client record

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In the activity feed

Recent notes appear in the client’s activity feed, interspersed with other activities like emails and meetings.

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Across all clients

View notes from all clients:

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Note features

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Rich text formatting

Notes support formatting:

• Bold and italic text
• Bullet and numbered lists
• Links
• Headers

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@mentions

Tag team members in notes:

• Type @ followed by their name
• They receive a notification
• Helps coordinate on client matters

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Pinned notes

Important notes can be pinned to appear at the top:

1. Open the note
2. Click the pin icon
3. The note stays at the top of the list

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Note search

Find notes quickly:

• Search by keyword
• Filter by author
• Filter by date range
• Search across all clients or within one client

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Notes vs other records

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Who can see notes

By default, notes are visible to all team members with access to the book. Notes cannot be made private—they’re part of the shared client record.

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Best practices

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Write notes immediately

Document conversations right after they happen:

• Details are fresh
• Nothing gets forgotten
• Creates a reliable record

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Be specific and factual

Good notes are:

• Specific — Names, dates, amounts, decisions
• Factual — What was said, not interpretations
• Actionable — Clear next steps when applicable

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Use templates

For repetitive note types, use templates:

• Meeting summaries
• Phone call logs
• Review checklists

See Note templates for setup.

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Keep notes professional

Remember that notes may be:

• Seen by other team members
• Referenced years later
• Potentially discoverable in legal situations

Write notes you’d be comfortable sharing with the client.

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Next steps