Save notes combined (Company + Deal)

[NGutgsell]

Hi HubSpot community:) 

I am looking for a solution to this kind of problem: 

"One thing that is annoying in Hubspot that I haven't found a solution for yet is that when you take notes, they can be saved to either the company or the deal. Either way, you don't see all the notes.

Does anyone know if it is possible to combine the notes saving?

Cheers, 

Nils 

[franksteiner79 · Accepted solution]

Hi @NGutgsell 

Are you logging notes within the HubSpot CRM?

You have the option to decided with which associated records an activity should be associated with (see screenshot). So you could just select no other associated records. Is that what you are referring to?

Cheers

Frank

[NGutgsell]

Hi Frank, 

thanks much for your fast reply! 

We logg the notes within the HubSpot CRM. 

So that works perfectly for us. 

Cheers, 

Nils