Private notes for new contacts?

BrianOrsi · ‎Jul 24, 2019

What is the best property for having a "notes" section users can use to make private notes about their contacts?

Thank you!

Phil_Vallender · ‎Jul 24, 2019

There isn't actually any way currently to make private notes about contacts - either in properties or in the timeline activities.

Limiting users to seeing only the contacts they own would let them keep private notes about them, however.

Hope this helps.

View solution in original post

TonyPRQPanda · ‎Jul 11, 2023

this would be a great feature! up vote from me!

kvlschaefer · ‎Jul 12, 2023

Hi @TonyPRQPanda,

Thanks for your product feedback!

I would highly recommend commenting on and upvoting this related idea in the Ideas Forum to show your support for this feature request. Thank you!

Best,

Kristen

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Phil_Vallender · ‎Jul 24, 2019

Hi @BrianOrsi

There isn't actually any way currently to make private notes about contacts - either in properties or in the timeline activities.

Limiting users to seeing only the contacts they own would let them keep private notes about them, however.

Hope this helps.

BrianOrsi · ‎Jul 24, 2019

Very helpful, thank you.

Can you quickly point me toward how to do as you suggested?

BrianOrsi · ‎Jul 24, 2019

@Phil_Vallender

Phil_Vallender · ‎Jul 25, 2019

Here you go: HubSpot user permissions guide: Contacts, companies and tasks

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