Mobile Application

isatufan
Member

Notes added in mobile app are not associated with the company

SOLVE

Notes added in mobile app are not associated with the company, the notes are associated with the contact where the note is started.

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1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Notes added in mobile app are not associated with the company

SOLVE

Hi @isatufan

 

By default notes only directly associate with the contact. On the desktop version you then  have the option to associate the notes with companies as well. In the app, this is not a functionality. 

 

If you would like to see the ability to associate notes with companies in the application, I would recommend creating an idea in the ideas forum.

 

Thanks,

Jenny

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0 Upvotes
2 Replies 2
jennysowyrda
Solution
Community Manager
Community Manager

Notes added in mobile app are not associated with the company

SOLVE

Hi @isatufan

 

By default notes only directly associate with the contact. On the desktop version you then  have the option to associate the notes with companies as well. In the app, this is not a functionality. 

 

If you would like to see the ability to associate notes with companies in the application, I would recommend creating an idea in the ideas forum.

 

Thanks,

Jenny

0 Upvotes
isatufan
Member

Notes added in mobile app are not associated with the company

SOLVE

Similar requirement has been expressed in another topic here:

HubSpot-Ideas/Contact-Notes-should-sync-between-contact-and-company-records