Leave a note on any CRM record
Write what happened on a contact, a deal, or any record. Notes stack newest first, with your name on them — or System when a meeting recap is saved automatically.
1
Timeline per record
Newest first; click to read the rest
You
Your name on it
Meeting recaps show as System
=
Same as the record
Open to read; edit to add or delete
Context that stays on the record
Timeline of notes — members or System — beside Attachments.
A note is a short write-up on the record itself: the call, the recap, the thing to remember. It is not a Description field you keep editing. Open Notes next to Attachments in Operations or Standard views.
If you can open the record, you can read its notes. If you can edit the record, you can add or delete notes. You cannot edit a note after posting it — add a new one instead.
Next to Attachments
On a record, Notes sits beside Attachments. Click it to open the timeline.
Your name, or System
Notes you type show your name. Recaps from a meeting tool show as System, so they are not mixed up with a teammate’s notes.
Same access as the record
Open the record? You can read notes. Edit the record? You can add or delete them. View-only guests can read, not write.
Operations
In Operations
Open a record. Notes sits next to Attachments. Click Notes to open the timeline on the left and type. Files still open on the right.
- Type a note if you can edit that record
- See the first line in the list; click to read the rest
- Anyone who can edit the record can delete a note — not only the author
Standard views
In Standard views
Open a record from a list. Notes and Attachments sit under the name. Click one to open a side panel. Opening Notes closes Attachments, and the other way around.
- Same Notes and Attachments buttons as in Operations
- For companies, Enrich stays on that row when you use the French registry
- Mail and Close stay in the header
Pilot & meetings
Meeting tools and Pilot
Ask Pilot to read notes on a person, or to save a recap as a note instead of filling Description. Meeting notetakers and the API can add notes too — those show as System.
- Pilot can list notes on a record and search note text
- Saving a recap creates a note, not a Description edit
- Integrations can post notes so the timeline shows System
Who can write
Who can read and write notes
There is no separate Notes permission. Notes follow the record. When you assign a profile in Setup → Permissions, this is spelled out under record defaults.
- If you can open the record, you can read its notes
- If you can edit the record, you can add or delete notes
- View-only guests can read notes, but cannot add or delete them
Questions
Short answers before you request access.
- Are notes a field I add in Setup?
- No. Notes sit on the record the same way files do. You do not add a Notes column under Setup → Objects.
- Can I edit a note after creating it?
- Not yet. Add a new note, or delete one if you can edit the record.
- Why do some notes say System?
- A meeting tool or integration posted them. The timeline shows System so they are not attributed to a teammate.
- Who can delete a note?
- Anyone who can edit that record — not only the person who wrote the note.