{"id":726,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-notes\/"},"modified":"2026-10-12T15:08:35","modified_gmt":"2026-10-12T20:08:35","slug":"crm-notes","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-notes\/","title":{"rendered":"Add, pin and edit notes"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>Notes are what you learned about a person, kept on their record and on their timeline. Anyone who can see the contact can read the notes on it.<\/p>\n<h2>Where to find it<\/h2>\n<p>Open a contact &gt; Activity tab (quick note box) or the Notes tab.<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Open the contact.<\/li>\n<li>On the <strong>Activity<\/strong> tab, make sure <strong>Note<\/strong> is picked above the timeline, type your note and press <strong>Save note<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-notes-1.webp?v=1791835714\" alt=\"Pick Note, type it, press Save note\" width=\"1440\" loading=\"lazy\" \/><figcaption>Pick Note, type it, press Save note<\/figcaption><\/figure>\n<\/li>\n<li>Or open the <strong>Notes<\/strong> tab, write in the box and press <strong>Save note<\/strong>.<\/li>\n<li>On the Notes tab, use the pin icon to pin a note to the top, the page icon to edit it, and the bin icon to delete it.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-notes-2.webp?v=1791835715\" alt=\"On the Notes tab: pin, edit or delete a note\" width=\"1440\" loading=\"lazy\" \/><figcaption>On the Notes tab: pin, edit or delete a note<\/figcaption><\/figure>\n<\/li>\n<li>When editing, change the text and press <strong>Save note<\/strong>.<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>Notes typed during a call are saved on the contact record too.<\/li>\n<li>A deleted note goes to the Recycle Bin for 30 days, where you can restore it.<\/li>\n<li>Edited notes show the word edited next to the time.<\/li>\n<li>Notes are searchable from the top bar search.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Notes are what you learned about a person, kept on their record and on their timeline. Anyone who can see the contact can read the notes on it.<\/p>\n","protected":false},"featured_media":1982,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/contacts","_rd_doc_source_id":"crm-notes","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Notes are what you learned about a person, kept on their record and on their timeline. Anyone who can see the contact can read the notes on it.","footnotes":""},"rd_doc_category":[19],"class_list":["post-726","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/726","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/726\/revisions"}],"predecessor-version":[{"id":1984,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/726\/revisions\/1984"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1982"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=726"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}