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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Notes

Add, pin, edit, and manage internal notes on contacts, companies, and deals in PaintScout with version history tracking.

Notes in PaintScout are internal notes you can add to any contact, company, or deal. They appear in the activity timeline and a dedicated Notes section, with full version history tracking.

You can also pin important notes to the top of a deal, contact, or company. Pins are record-specific, so pinning a note on one record does not pin it everywhere else it appears.

Important: this feature requires the paid Operations add-on.

Adding a Note

  1. Navigate to any Contact, Company, or Deal page.

  2. Enter your note in the text field.

  3. Click Save.

Once saved, your note will appear in:

  • The All Activity timeline

  • The dedicated Notes section

This makes it easy to quickly review all notes related to a customer or job.

Pinning Notes

Pinned notes move into a dedicated Pinned section at the top of the feed. This section appears above the usual Today, Yesterday, and date-based groups.

You can pin notes on deals, contacts, and companies. Pinning is per record - the same note can be pinned on a deal, but remain unpinned on the related contact or company.

To pin a note:

  1. Hover over any note in the Notes or All Activity feed.

  2. Click the thumbtack icon.

  3. Click it again to unpin the note.

There is no limit to how many notes you can pin on a particular record!

Editing Notes

  1. Hover over the note you’d like to update.

  2. Click the pencil icon.

  3. Make your changes and save.

You can only edit a note from the record where it was originally created.

Note Version History

Each note keeps a record of changes, so you always know what’s been updated.

  • Click the dropdown arrow next to “Last updated” to view the full version history of that note.

Deleting a Note

  1. Hover over the note you would like to delete.

  2. Click the trash can icon and confirm.

You can only delete a note from the record where it was originally created.

Pro tip: Use Notes for internal communication — since they’re not visible to customers, they’re perfect for adding context, reminders, or job-specific details your team should know.

Related articles

  • Tags — Label and organize contacts, companies, deals, estimates, and invoices

  • Operations Guide — Explore the full Operations workflow across deals, events, jobs, and tasks

Related articles

Tags

Use tags to label and organize contacts, companies, deals, estimates, and invoices for easy filtering and grouping.

PaintScout Operations Guide

Overview of PaintScout Operations features including deals, sales events, jobs, tasks, contacts, companies, notes, tags, and automations.

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