KNOWLEDGE CENTER

Appointment notes are shared across modules and automatically show up in the associated Contact, Opportunity, and Conversation New granular filters to view notes based on their source: Created by User, Created via Workflows and Created via API. Notes are synced in real-time across modules, so updates are always reflected everywhere 🛠️ How to Use Add an internal note to any Appointment The note will automatically appear in all related tabs tied to that contact Use the filter option to sort notes by: User-created, Workflow-generated or API-generated All notes are instantly synced, giving your team 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. --- 🎯 Key Benefits Consistent experience across all modules Notes travel with the contact, giving better visibility and context Filter by note source for easier tracking and auditing

Sync Appointment Notes with Contacts

CALENDAR
June 13, 2025•1 min read

Appointment notes are shared across modules and automatically show up in the associated

Contact, Opportunity, and Conversation

  • New granular filters to view notes based on their source: Created by User, Created via Workflows and Created via API.

  • Notes are synced in real-time across modules, so updates are always reflected everywhere

🛠️ How to Use

  1. Add an internal note to any Appointment

  2. The note will automatically appear in all related tabs tied to that contact

  3. Use the filter option to sort notes by: User-created, Workflow-generated or API-generated

  4. All notes are instantly synced, giving your team 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.

---

🎯 Key Benefits

  • Consistent experience across all modules

  • Notes travel with the contact, giving better visibility and context

  • Filter by note source for easier tracking and auditing

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Appointment notes are shared across modules and automatically show up in the associated Contact, Opportunity, and Conversation New granular filters to view notes based on their source: Created by User, Created via Workflows and Created via API. Notes are synced in real-time across modules, so updates are always reflected everywhere 🛠️ How to Use Add an internal note to any Appointment The note will automatically appear in all related tabs tied to that contact Use the filter option to sort notes by: User-created, Workflow-generated or API-generated All notes are instantly synced, giving your team 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. --- 🎯 Key Benefits Consistent experience across all modules Notes travel with the contact, giving better visibility and context Filter by note source for easier tracking and auditing

Sync Appointment Notes with Contacts

CALENDAR
June 13, 2025•1 min read

Appointment notes are shared across modules and automatically show up in the associated

Contact, Opportunity, and Conversation

  • New granular filters to view notes based on their source: Created by User, Created via Workflows and Created via API.

  • Notes are synced in real-time across modules, so updates are always reflected everywhere

🛠️ How to Use

  1. Add an internal note to any Appointment

  2. The note will automatically appear in all related tabs tied to that contact

  3. Use the filter option to sort notes by: User-created, Workflow-generated or API-generated

  4. All notes are instantly synced, giving your team 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.

---

🎯 Key Benefits

  • Consistent experience across all modules

  • Notes travel with the contact, giving better visibility and context

  • Filter by note source for easier tracking and auditing

imageimage
Back to Blog