Weāre excited to introduce
Notes for Custom Objects
, a powerful new feature that lets you create and manage notes directly on your Custom Object records
.Enable the Feature
Go to
Labs
and toggle on Notes for Custom Objects
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ā Why This Feature?
You can now capture key details, discussions, and updates
inside any Custom Object record
, so your teams always have the full picture right where they need it. This brings greater clarity and efficiency to your workflow by keeping all relevant notes tied to their specific data entities and not scattered across unrelated records.
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āØ Whatās New?
- Custom Object Record Specific Notes
Create and view notes directly inside Custom Object records. Notes stay linked to that specific object for better organisation and context.
- Flexible Associations
Link notes across records: associate any existing or new note from a Contact or Opportunity to a related Custom Object record
- Unified Experience
Notes for Custom Objects share the same interface and editor youāre already familiar with from Contacts and Opportunities.
- Smart Filtering & Search
Quickly locate notes across objects using filters by entity, author, or keywords ā making it easier to retrieve the right information instantly.
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š§ How to Use
- Open Custom Objects ā open any record ā go to Notes ā add a note
- Or open a Contact / Opportunity note ā associate it to the related Custom Object record
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š¤ Why It Matters
- Keep important context on the record youāre actually managing (not just on Contacts)
- Find notes faster with Search + Filters/Sorting
- Avoid copy/pasting updatesāassociate the same note to the Custom Object record for shared visibility