Add and view notes on individuals, organizations, opportunities, and tickets so context stays in one place.
Introduction
Why use notes on contacts and deals
The Notes Module lets you attach notes to Individuals, Organizations, Opportunities, and Tickets. Notes are rich-text and stay with the record, so when you or a teammate open the contact or deal, you see the full context—meeting summaries, preferences, next steps—without digging through email or other tools.
Where to add notes
On a contact or company
- Open an Individual or Organization and look for a Notes tab or section. Create a new note: add a title (optional) and body. The note is linked to that contact or company.
- Use notes for: meeting notes, key facts, preferences, or reminders that don't belong in a task (e.g. "Prefers email over phone").
On an opportunity or ticket
- Open the Opportunity or Ticket and add a note in the same way. The note is linked to that deal or case so everyone sees it in context.
- Use notes for: call summaries, decision points, or internal comments that shouldn't go to the customer.
Viewing and editing notes
- Notes appear in date order (newest first or oldest first depending on the app) on the record they're linked to.
- You can edit or delete your own notes if the app allows it. Check the note actions or menu.
- Notes are typically internal—visible to your team, not sent to the customer.
Best practices
Note after every important call or meeting
So the next person (or you later) has context. Include who was there, what was agreed, and any follow-up or next steps.
Keep notes concise but useful
A short note with key facts is better than a long one that's hard to scan. Use a title if the app supports it so you can spot the note quickly.
Link notes to the right record
Add the note on the contact or deal it relates to so it's findable when you open that record. Don't leave important context in email or elsewhere.
Use notes for internal context only
Notes are typically internal—visible to your team, not sent to the customer. For customer-facing communication use email or ticket replies.
Frequently asked questions
Can I attach files to notes?
That depends on the app. For file storage, check the Storage Module or note attachment options.
Can I edit or delete a note after saving?
Usually yes for your own notes. Check the note actions or menu. Permissions may restrict editing or deleting others' notes.
Are notes visible to the customer?
No. Notes on contacts and deals are internal to your team. They are not sent to the customer or shown on customer-facing views.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Use Notes on contacts and deals to keep context in one place. Add notes from the Individual, Organization, Opportunity, or Ticket view and review them when you open the record. For more see the Notes Module guide.