Add notes to a deal or contact 📨

Mereana Sheehan_40
Mereana Sheehan_40 Posts: 32
edited July 2022 in What's New #1

 18/03/2019

To add a note on a deal or contact, go to that item's detail view and click on the Notes icon on the right-hand side of the page. Here you can create a text type note, and format or un-format as needed. 

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Read more here 

Screen_Shot_2019-10-11_at_3.03.47_PM.png
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Comments

  • Kevin Russo
    Kevin Russo Posts: 1
    edited February 2022 #2

    I would like to add a note from an old customer interaction to an existing deal, but I would like to insert it at a time in the past so that it is in chronological order.  Is it possible to add a note and specify the date?

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited May 2020 #3
    Kevin Russo said:

    I would like to add a note from an old customer interaction to an existing deal, but I would like to insert it at a time in the past so that it is in chronological order.  Is it possible to add a note and specify the date?

    Hi @Kevin Russo unfortunately it's not possible to do this. The date stamp is from the date it gets added. You can manually write the date on top of the note though.

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