> 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 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.

{% 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=""><figcaption></figcaption></figure>

Once saved, your note will appear in:

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

<figure><img src="/files/jeWmfekmfFpaRhpEeOkJ" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/4WkkjVDlomWxCqCJkuM8" alt="" width="563"><figcaption></figcaption></figure>

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.

<figure><img src="/files/wqgzNymzUPwMSccTjxTg" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
There is no limit to how many notes you can pin on a particular record!
{% endhint %}

***

## 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=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/dOeSXprFr3tOXN5RPcib" alt=""><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=""><figcaption></figcaption></figure>

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

{% 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-operations-guide.md) — Explore the full Operations workflow across deals, events, jobs, and tasks


---

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