Appointment Notes – Now Sync with Contacts
We’re Excited to Introduce Our New Unified Notes Component
This update brings consistency, clarity, and improved collaboration across modules!
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💡 Coming Soon:
Support for a rich text editor will enable you to format your notes with bold, italics, links, and more!
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- Add an internal note to any
Appointment
- The note will automatically appear in all related tabs associated with that contact
- Use the filter option to sort notes by: User-created, Workflow-generated, or API-generated
- All notes are instantly synced, providing your team with complete visibility
⚠️ Important:
Notes added in appointments are synced to the associated contact. However, notes added directly in the contact will not sync back to the appointment.
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- Consistent experience across all modules
- Notes accompany the contact, providing better visibility and context
- Filter by note source for easier tracking and auditing
