> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations/crm/notes-in-paintscout.md).

# Notes

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.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

***

## Adding a Note

1. Navigate to any **Contact**, **Company**, or **Deal** page.
2. Enter your note in the **text field**.
3. Click **Save**.

<figure><img src="/files/pS2OYX6fPhDF6MmBbv6M" alt="Screenshot showing the note text field and Save button on a Contact, Company, or Deal page"><figcaption></figcaption></figure>

Once saved, your note will appear in:

* The **All Activity** timeline
* The **dedicated Notes section**

<figure><img src="/files/jeWmfekmfFpaRhpEeOkJ" alt="Screenshot showing a saved note appearing in the All Activity timeline and the dedicated Notes section"><figcaption></figcaption></figure>

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

***

## Editing Notes

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

<figure><img src="/files/K7ZXyToFcvEBfbTf71LL" alt="Screenshot showing the pencil icon that appears when hovering over a note to edit it"><figcaption></figcaption></figure>

***

## 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.

<figure><img src="/files/dOeSXprFr3tOXN5RPcib" alt="Screenshot showing the version history dropdown expanded next to Last updated on a note"><figcaption></figcaption></figure>

***

## Deleting a Note

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

<figure><img src="/files/grnCRWFBU1nybd7Xhqxl" alt="Screenshot showing the trash can icon that appears when hovering over a note to delete it"><figcaption></figcaption></figure>

{% hint style="info" %}
**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.
{% endhint %}

## Related articles

* [Tags](/support/operations/crm/tags-in-paintscout.md) — Label and organize contacts, companies, deals, estimates, and invoices
* [Operations Guide](/support/operations/crm/paintscout-crm-guide.md) — Explore the full Operations workflow across deals, events, jobs, and tasks


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.paintscout.com/support/operations/crm/notes-in-paintscout.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.