Custom fields for Notes

• ADMIN RESPONSE

  May 24, 2024

  We are happy to share that you can now add custom fields on documents! This is a great way to capture additional information about a note to use for reporting, like the type of document or the name of an organization for user interview notes.

  
  

  To configure custom fields, go to Settings > Account > Custom fields and select the Documents tab. Add your custom fields and assign to a layout. Your custom fields will display on the Overview tab beneath a note, whiteboard, or meeting document.

  

  

  image.png

  

  image.png

  

  image.png

  image.png

  Open full size

  image.png

  Open full size

  image.png

  Open full size

  image.png image.png image.png

• Comments 0
• Votes 45
• Merged ideas 2

Add a comment
• Attach files

  Enter a subject

• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• +3

6 MERGED

Customer Field and Tags for Notes

Merged

We would like to tie notes to customers. We do this with tags but ideally there would be a dedicated customer field throughout Aha

Guest over 8 years ago in Comments / Notifications 0 Shipped

1 MERGED

custom fields, layouts and tables for Notes

Merged

The ability to customize metadata on a Note would be tremendous! Capturing other data elements for reporting or classification would be a very useful addition, beyond the foldering structure alone. It is nice that a note is tied to a product/works...

Guest almost 2 years ago in Notes 0 Shipped