Company Notes vs Contact Notes

Smart CRM & Sales Hub CRM
1

Hello,

When adding a Note to a Contact, it also populates the Company Notes? How can I stop contact notes populating under company notes?

Bruce

2

Hi @BWW,

When you log a note, you can always choose which other records to associate the note with, see the bottom right corner in my screenshot, where it says “1 association”.

karstenkoehler_0-1620762197406.png
karstenkoehler_0-1620762197406.png676×474 14.4 KB

Simply select or deselect the records. As far as I know, there isn’t any default setting for this, you need to check this for each note.

Best regards!

3

Karsten

Thanks and it worked as a work around!

If you come across a Default let me know! It is cumbersume to remember everytime you add a Contact note!

Bruce

4

Hi there,

Is it possible to have it always automatically associate with multiple records without having to toggle it each time a note is made?

5

Hi @madifleming,

Thanks for reaching out!

It’s not possible to automatically associate notes with multiple records at this time. I would recommend upvoting this related feature request in the Ideas Forum.

Best,

Kristen

6

Hi Karsten, I appreciate your responses. I am in the same position as the first post in this stream, in that I want Contact Notes to be ONLY for the Contact (unless I choose to add another association). Your response to @BWW 's question began with “As far as I know…” --does that mean that you are doing some research to confirm, or is that the final answer?