Custom fields for Notes

• ADMIN RESPONSE

  Dec 19, 2023

  You can now add tags to documents to help track and find different categories of documents. If you would like to add your own custom fields on notes or whiteboards, please add a comment to share some details about how you would like to use a custom fields option!

  
  

  

  

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• Comments 0
• Votes 45
• Merged ideas 2

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• +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 about 8 years ago in Comments / Notifications 0 Future consideration

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 over 1 year ago in Notes 0 Future consideration