Notes

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

Notes in PaintScout are internal text entries 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.

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

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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.

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Editing Notes

1. Hover over the note you’d like to update.
2. Click the pencil icon.
3. Make your changes and save.

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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.

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Deleting a Note

1. Hover over the note you would like to delete.
2. Click the trash can icon and confirm.

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

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.