Using Notes with Custom Objects in CRM

What Are Notes on Custom Objects?

Notes on Custom Objects enable you to capture important context and details directly within your Custom Object records. This feature provides the same note-taking experience available for Contacts and Opportunities, allowing teams to maintain relevant information alongside the specific records they relate to.

You can create notes directly on Custom Object records or associate existing notes from Contacts or Opportunities with related Custom Objects. This ensures that the same note appears across multiple connected records without duplication, creating a unified view of important information.

Key Benefits of Using Notes with Custom Objects

Centralized Information

Store notes directly on Custom Object records so critical context is always available where the work happens, reducing the need to search through multiple timelines.

Single Source of Truth

Associate one note across multiple records instead of duplicating information across different record types, ensuring consistency and accuracy.

Enhanced Collaboration

Team members can quickly understand the full context of any record without navigating between multiple screens or records.

Efficient Search and Organization

Search notes by keyword and use filtering options to quickly locate important updates or historical information within long note histories.

How to Add Notes to Custom Objects

Follow these steps to add notes to your Custom Object records:

1. Navigate to the Custom Objects section in your CRM
2. Open the specific Custom Object record where you want to add a note
3. Locate the Notes panel on the right side of the record view
4. Click the Add Note button
5. Enter your note details in the text field
6. Click Save to add the note to the record

The note will appear on both the original record and any associated Custom Object records if applicable.

Automating Notes with Workflows

You can automatically add notes to Custom Object records using workflows:

1. Open a workflow configured for your Custom Object
2. Add the Add to Note action to your workflow
3. Enter the note content you want to be added automatically
4. Save and publish your workflow

Note: Some note formatting options like custom titles and colors are not currently available for notes added through workflows on Custom Objects.

Frequently Asked Questions

Do notes associated with Custom Objects create duplicate copies?

No. Associated notes remain as a single note that appears across all connected records rather than creating duplicates.

Can I create notes directly on Custom Object records?

Yes. You can create notes directly within the Notes panel of any Custom Object record.

Can I search for notes on Custom Object records?

Yes. The Notes panel includes search functionality that allows you to find notes by keyword.

Can notes from Contacts or Opportunities appear on Custom Object records?

Yes. When records are connected, notes can be associated with related Custom Object records.

If I edit a note, will changes appear everywhere it's associated?

Yes. Since associated notes are shared rather than duplicated, edits will update across all associated records.

Can I remove an association without deleting the note?

Yes. You can remove associations between notes and records while keeping the original note intact.