Skip to Main Content
Status Future consideration
Categories Notes
Created by Ryan Hutnick
Created on Nov 16, 2022

add organizations and contacts to notes using #

When creating a note, I'd like to reference the customer(s) or the contacts that a feature, initiative, or interview is associated with.

Goal: I want to look at an organization and be able to see if we've interviewed them, who they talked to, what about, and when so that we can keep cohesion between conversations.

  • Attach files
  • Admin
    Kelly Sebes
    Nov 22, 2022

    Thanks for reaching out! Today you can link a note to an organization by going to the Related tab on the Note or Organization page and adding a link.

    We will consider adding support for #references in the future as well.