Keeping important details inside the right record can save your team time and prevent missed follow-ups. With this CRM feature, you can automatically add notes to custom records through workflows, so updates stay organized without extra manual work.

📌 Why This Matters

Many small businesses track more than just customers. You may also manage projects, jobs, properties, service requests, memberships, or other custom records in your CRM. Being able to automatically attach notes to those records helps your team keep a clear history of what happened, when it happened, and what needs attention next.

This is especially useful when you want important updates captured right away instead of relying on someone to go back and type them in later.

✨ What’s New

• Automatic notes on custom records: Workflows can now add notes directly to custom object records, making it easier to log updates without manual entry.
• Better record history: Your team can store context, progress updates, and key details right where the work is being tracked.
• Helpful for everyday operations: For example, a project record can receive a note automatically when a milestone is completed.
• Current limitation: Note titles and color coding are not yet supported for custom records.

🛠️ How to Use It

1. Step 1: Open the workflow connected to your custom record.
2. Step 2: Add the note action to the workflow.
3. Step 3: Enter the note content you want saved to the record.
4. Step 4: Save and publish the workflow so notes are added automatically when the workflow runs.

💡 Pro Tip

Use automatic notes for key milestones, completed tasks, or service updates so your team can act faster and keep more jobs moving toward payment.