We have a few different types of notes that we take (1:1 meeting notes, coalition notes, personal information, and a pinned 'follow up on next meeting' type of note).
It would be great to be able to tag and filter each of these note types.
Similar situation here where we have several "categories" of history notes. Example and how we are working around this for now: Quarterly check-in with key account/contact - ideally would be able to add a "note" to the record and tag it as a "check-in" category. The fix we are working through now is to create a task and then add a comment to the task when the check-in is complete.
This would be very useful. Ultimately looking for a way to tag or categorize Contacts or Notes within a Contact. For example: Alumni, Testimonial, Sponsor, etc.
We have a similar requirement, we need to designate Notes as Key Notes, Pinned Notes, Meeting Notes etc. This would be perfiect for our use case to have this feature. Thank you.
1. Playbooks with a consistent naming format that would help walk reps through structured notes. 2. Or some Internal process for Tagging notes either with a consistent name / title / label.
(Key point is that the content within notes is indexable/searchable, utilize the search bar on the record page)
Looking for the same thing. Once you get a lot of notes, it is hard to find a certain type of note. Right now the best thing is to add a consistent title.
