Notes just got smarter for the contacts page!

Overview

We’ve upgraded the Notes section to make it more structured, searchable, and actionable. Previously limited to plain text entries, notes can now be organized and prioritized more effectively. These enhancements are designed to improve productivity and streamline contact management workflows.

What’s new?

• Note title – Add a clear heading for better structure and searchability.

• Color-coded notes – Visually categorize notes for faster identification.

• File attachments – Add supporting documents directly to notes.

• Pin notes – Keep critical notes fixed at the top of the timeline. Maximum of 2 notes can be pinned.

• The search functionality is on both the title and the description.

How to use?

• Navigate to a contact and open the Notes section from the right panel.

• Click Add Note, enter a title and description.

• Select a color label, pin if needed, and attach files.

• Save the note to keep it organized within the contact timeline.

Why this matters?

• Helps teams quickly identify high-priority or critical information.

• Improves organization with visual categorization and structured titles.

• Centralizes documentation by attaching relevant files to notes.

• Reduces time spent searching for key contact insights.