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Contacts & Opportunities: New & Improved Notes Experience!

January 31, 2025/in What's New? Opportunities and Pipelines

**Take control of your notes with an upgraded experience across Opportunities & Contacts. With enhanced search, filters, and a more organised view, finding and managing your notes is now easier than ever!**

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Filters & Sorting –

Quickly find the notes you need with improved filtering options and sorting by Date Created.

Screenshot 2025-01-30 at 7
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Search Notes –

Instantly locate specific notes using the new search functionality.

Screenshot 2025-01-30 at 7
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Additional Contact Notes –

View notes linked to related contacts within an opportunity, ensuring complete visibility.

Screenshot 2025-01-30 at 5
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Cleaner & More Organised View –

Easily read and manage notes under both Contacts and Opportunities, providing a seamless experience.

Screenshot 2025-01-30 at 2
1️⃣

Access Notes:

Navigate to the Notes tab under Contacts or Opportunities.

2️⃣

Search Notes:

Use the search bar to quickly locate relevant notes.

3️⃣

Sort & Filter:

Use sorting and filtering options to refine your notes view.

4️⃣

View Additional Contact Notes:

In Opportunities, apply filters to see notes linked to related contacts.

https://clixio.io/wp-content/uploads/2025/01/992b3b88be58e68465a48337673b49fd.png 1402 1802 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-01-31 00:08:002025-01-31 00:08:00Contacts & Opportunities: New & Improved Notes Experience!

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