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1

Open the Notes view

From the left-hand navigation bar, select Notes to open the notes list.Notes PnThis view shows all notes stored in your workspace.
2

Add a new note

Click Add Note. A pop-up editor opens.New note pop-up with title and body editor plus chips for Link meeting, Meeting type, Mark as interview, Link person, Link client, Link job, and a Select a template buttonIn this window you can:
  • Link meeting — Attach the note to a specific calendar meeting.
  • Meeting type — Categorize the meeting (e.g., intro, debrief).
  • Mark as interview — Flag the note as interview-related.
  • Link person — Connect to a candidate or client contact.
  • Link client — Attach to a client company.
  • Link job — Associate with a job record.
  • Select a template — Insert a company-created note template for consistent structure.
Type your note in the editor.
Notes save automatically. You don’t need to click Save — moving to another page keeps your changes.
3

Where your note appears

Linked notes are visible in multiple places:
  • The main Notes list
  • The Person (candidate or client contact) profile you linked
  • The Client company profile you linked
  • The Job record you linked
  • The Meeting entry if one was attached
Open any linked record and go to its Notes tab to see the same note in context.
If you want a note to show up on a person, client, or job, make sure to use the link chips in the note pop-up. Notes without links will only appear in the main Notes view.
Use your company templates to keep note-taking consistent across the team (e.g., interview debriefs or client call summaries).
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