Is there any way to link an existing note that had originally been created on organisation level to a deal other than copy / paste the content into a new note? 

thanks! 

Hi !

In our case a user is owner of the contact and owner of the deal.

Me as an Admin wanted to create a note with mentioning the employee. In Our case we need to hide the organisation details. 

So in this case we cant mention a user altough he is owner of both, contact and deal. he hast to be at least follower of the organisation aswell. maybe we can change that

I sometimes forget to save notes upon leaving a contact's page. 

I have requested that Pipedrive develop a default whereby they are saved automatically.

Does anyone have a workaround that will help out this forgetful person?

Many thanks in advance for any suggestions you may have,

Marjorie Saulson

#Asking for Advice, #Saving Notes