Improvement to Notes

HubSpot Ideas
1

We would love to leverage the Hubspot notes on contact, company and deal records but they currently get burried and don’t have any form of organization.

Improvements requested:

  1. Add a way for users to leave titles on Notes to quickly find what they are looking for later.
  2. Add a way to organize notes on a record for example, tags on notes that can be filtered (ie. marketing notes, sales notes, contract notes, billing notes, engagement notes) AND/OR folders.
  3. Add template feature to notes to allow users to pull in a Intake Call template for example and they can put their call notes on the record in Hubspot in a uniform way.
  4. Add note creation to workflows and allow personlization tokens to be pulled into the note just like the task creation UI in the workflow tool.
  5. Key word search in notes when on a specific record (key word search acorss activities on a specific record would be incredible actually - ability to search emails in particular)

Related requests:

Create Tags/Categories for Notes - https://community.hubspot.com/t5/HubSpot-Ideas/Create-Tags-Categories-for-Notes/idi-p/534317

Adding notes via Worflows - https://community.hubspot.com/t5/HubSpot-Ideas/Adding-Notes-via-Workflows/idi-p/429215

Workflow - Ability to Create Notes - https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Ability-to-Create-Notes/idi-p/272405

Templates for Notes in CRM - https://community.hubspot.com/t5/HubSpot-Ideas/Templates-for-Notes-in-CRM/idi-p/12372

Contacts, All tabs should have search - https://community.hubspot.com/t5/HubSpot-Ideas/Contacts-All-tabs-should-have-search/idi-p/446211

Searching Customer Notes - https://community.hubspot.com/t5/HubSpot-Ideas/Searching-customer-notes/idi-p/180882

Pinning more than one note - https://community.hubspot.com/t5/HubSpot-Ideas/Pinning-more-than-one-note/idi-p/361990

2

Love all these ideas. +1000 from my end!