We're excited to roll out a new
unified Notes component
that brings consistency, clarity, and better collaboration across modules!---
What’s New
- Appointment notes are now shared across modulesand automatically show up in the associatedContact, Opportunity, and Conversation
- New granular filters to view notes based on their source: Created by User, Created viaWorkflowsand Created viaAPI.
- Notes are synced in real-time across modules, so updates are always reflected everywhere
Coming Soon:
Rich text editor support so you can format your notes with bold, italics, links, and more!---
How to Use
- Add an internal note to any Appointment
- The note will automatically appear in all related tabs tied to that contact
- Use the filter option to sort notes by: User-created, Workflow-generated or API-generated
- All notes are instantly synced, giving your team complete visibility
Important:
Notes added in appointments
are synced to the associated contact
. However, notes added directly in the contact
will not
sync back to the appointment.---
Key Benefits
- Consistent experience across all modules
- Notes travel with the contact, giving better visibility and context
- Filter by note source for easier tracking and auditing
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