How do I add a note to a record?

A note keeps what you learned about a record in one place, with rich text, images and mentions of teammates. Notes work the same way on every object, custom objects included.

Step by step

1. Open People (or any other object) and click the name of the record.

2. Click the Notes tab. Its badge shows how many notes the record has.

3. Click Create note at the top right of the tab. From any tab, you can also click the New note icon at the top of the record page.

4. Give the note a title, if you want one.

5. Write the note. Type @ to mention a teammate, or / to add a heading, a list, an image or an embed.

6. Click Create note, or press Cmd+Enter (Ctrl+Enter on Windows).

Good to know

• Create note stays grey until the note has some text. A title alone isn't enough.
• The Notes tab lists the most recently edited notes first. Adding, editing and deleting a note also shows in the record's Activities timeline.
• A teammate you mention gets a notification: "… mentioned you in a note".
• To edit a note, click it in the Notes tab and change it. It saves on its own.
• To delete a note, open it, click the ⋮ icon at the top right, then Delete, and confirm with Delete. This can't be undone. Only its author can delete a note; teammates can still edit it.
• A company or a deal also shows the notes of the records linked to it, such as a company's people. A badge on each note names the record it belongs to.
• Images in a note can be up to 8MB each.
• Quick Notes on People and Deals is a text field, not a note. It shows with the other fields, not in the Notes tab.

FAQ

Can I export notes to a CSV file?

No. A CSV export holds field values only. To get notes out of Breakcold, use the REST API or the MCP server, which can list the notes of a record.

Related

• What's on a record page?
• How do I mention a teammate?
• How do I log an activity on a record?
• How do I add files to a record?