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Notes keep advice, decisions, and other context with the record they belong to. Clients, prospects, past clients, other contacts, and businesses each have a Notes tab.

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Create or edit a note

1

Open the Notes tab

Open the record and select Notes.
2

Add or open a note

Click Add note to create one, or select an existing note to edit it.
3

Add content and details

Write the note, then add labels, mentions, or attachments as needed.
4

Save the note

Click Create note for a new note or Update note for an existing one. New attachments are uploaded when you save.
Type @ in the editor to mention a record or teammate. Teammate suggestions include people with access to the current book. Mentioned teammates receive a notification.

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Attach files

Use the Attachments section in the note editor to add files in either of these ways:
  • Click Upload file and choose one or more files.
  • Drag files from your computer onto the open note. When Drop files to attach appears, release them.
  • Click Attach from drive to link a file from your connected file storage.
You can add up to 20 attachments to a note. Each uploaded file can be up to 10 MB. Supported formats are PDF, DOCX, TXT, CSV, XLSX, XLS, PNG, JPEG, and GIF. The files remain part of the draft until you save the note. To remove one before saving, click the next to its name.
Locked notes are view-only. Unlock a note before adding or removing attachments.

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Find and organize notes

Use the controls above the note list to change what you see:
  • Search — find text within the record’s notes
  • Table view — show notes in rows with labels, creators, and dates
  • Card view — show note previews as cards
  • View settings — show hidden notes or filter notes by label
Apply a label while editing a note, or manage available note labels from settings.

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Manage notes in bulk

Bulk actions are available in Table view.
1

Select notes

Select the checkbox beside each unlocked note. Use the header checkbox to select all unlocked notes currently loaded in the table.
2

Choose an action

In the selection bar, click Add label or Delete.
3

Complete the action

Choose a label, or confirm the permanent deletion.
Adding a label preserves each note’s existing labels. If more notes load as you scroll, use the header checkbox again to include them.
Bulk deletion permanently removes every selected note. This cannot be undone.
Locked notes cannot be selected for bulk actions. Changing the search, label filter, hidden-note setting, or view clears the current selection.

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Lock, hide, pin, or delete a note

Open the note’s ⋮ menu in the notes list to manage it:
  • Pin — keep the note at the top of the list
  • Hide — remove the note from the default view and from AI context. Turn on Show hidden notes under View settings to find it again.
  • Lock — make the note view-only. Its content, mentions, references, labels, and attachments cannot change while locked.
  • Delete — permanently remove the note
Only admins can lock or unlock notes. Any user with access to the record can still view a locked note.
You can pin or unpin a locked note. Unlock it before hiding, editing, labeling, attaching files, or deleting it.
Deleting a note is permanent and cannot be undone.