# Using Notes in Custom Objects > Add notes on Custom Object records with search, filters, and sorting. Link existing notes from Contacts or Opportunities to related Custom Objects - Source: https://docs.ghlcustomercare.com/docs/custom-objects/managing-custom-object-records/using-notes-in-custom-objects - Section: Custom Objects. / Managing Custom Object Records - Reading time: 2 min - Images: 5, each explained below - Modified on Wed, 27 May at 5:00 AM --- **TABLE OF CONTENTS** - [Overview](#overview) - [Feature Name](#feature-name) - [Feature Description](#feature-description) - [How to Use](#how-to-use) - [A) Add Notes on a Custom Object record](#a-add-notes-on-a-custom-object-record) - [B) Associate a Contact/Opportunity note to a Custom Object record](#b-associate-a-contact-opportunity-note-to-a-custom-object-record) - [C) Automate notes with workflows](#c-automate-notes-with-workflows) - [Examples](#examples) # Overview Notes help teams capture important context (updates, follow-ups, internal details) directly on CRM records. With this release, the same Notes experience you already use on **Contacts** is now available on **Custom Object records**—including **Search** and **Filters/Sorting** for faster retrieval. In addition, you can now associate **existing or new notes from Contacts or Opportunities** to a related **Custom Object record**, so the same note context is visible wherever it’s needed. # Feature Name **Notes for Custom Objects** # Feature Description Use Notes for Custom Objects to: - Add notes directly on a Custom Object record (e.g., Property, Car, Policy, Subscription). - Search notes by keyword to find the right context quickly. - Use filters and sorting to manage long note histories efficiently. - Associate any **existing or new** note from a **Contact** or **Opportunity** to a related **Custom Object record** (when the Custom Object record is associated with that Contact or Opportunity). # How to Use ## A) Add Notes on a Custom Object record 1. ## Go to **Custom Objects** and open any object (e.g., Properties). 2. Open a record to view its **record details**. 3. Open **Notes** from the right panel. 4. Click **Add Note**, enter your note, and **Save**. 5. Use **Search** to find notes by keyword. 6. Use **Filters/Sorting** to narrow down notes as the list grows. 7. Associate the note to a linked contact or opportunity ![Go to Custom Objects and open any object (e.g., Properties). (image 1 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066507669/original/F8OHlNfQ_fpxvTZiSehoZQwZVI6CHIZ9bQ.png) **Go to Custom Objects and open any object (e.g., Properties). (image 1 of 5)** This screenshot appears in the "Go to Custom Objects and open any object (e.g., Properties)." section of "Using Notes in Custom Objects". The text alongside this image reads: Go to Custom Objects and open any object (e.g., Properties). Open a record to view its record details. Open Notes from the right panel. Click Add Note, enter your note, and Save. Use Search to find notes by keyword. Use Filters/Sorting to narrow down notes as the list grows. Associate the note to…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Open a Contact or Opportunity record. Go to Notes and either create a new note or open an existing note. In the note’s Associations, select the related Custom Object record you want to link. Save — the note will now appear under the…. - Where to go: Go to Custom Objects and open any object (e.g., Properties). Open a record to view its record details. Open Notes from the right panel. Click Add Note, enter your note, and Save. Use Search to find notes by keyword. Use Filters/Sorting to narrow down notes as the list grows. Associate the note to a linked contact or opportunity - Fields: Associate the note to a linked contact or opportunity - Controls: Custom Objects, record details, Notes, Add Note, Save, Search, Filters/Sorting - Next: Open a Contact or Opportunity record. Go to Notes and either create a new note or open an existing note. In the note’s Associations, select the related Custom Object record you want to link. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the original Contact/Opportunity Full procedure: 1. Go to Custom Objects and open any object (e.g., Properties). 2. Open a record to view its record details. 3. Open Notes from the right panel. 4. Click Add Note, enter your note, and Save. 5. Use Search to find notes by keyword. 6. Use Filters/Sorting to narrow down notes as the list grows. 7. Associate the note to a linked contact or opportunity ## B) Associate a Contact/Opportunity note to a Custom Object record 1. ## Open a **Contact** or **Opportunity** record. 2. Go to **Notes** and either create a **new note** or open an **existing note**. 3. In the note’s **Associations**, select the related **Custom Object record** you want to link. 4. Save — the note will now appear under the **Custom Object record’s Notes** as well, while remaining on the original Contact/Opportunity ![Open a Contact or Opportunity record. (image 2 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066507880/original/9fjdR3yz81Hp6mz0yxTVsWshAvoN71Gg-Q.jpeg) **Open a Contact or Opportunity record. (image 2 of 5)** This screenshot appears in the "Open a Contact or Opportunity record." section of "Using Notes in Custom Objects". The text alongside this image reads: Open a Contact or Opportunity record. Go to Notes and either create a new note or open an existing note. In the note’s Associations, select the related Custom Object record you want to link. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the…. Immediately after, the guide continues: Note: You can only associate the note to a Custom Object record that is already related to the same Contact or Opportunity. - Where to go: Open a Contact or Opportunity record. Go to Notes and either create a new note or open an existing note. In the note’s Associations, select the related Custom Object record you want to link. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the original Contact/Opportunity - Controls: Contact, Opportunity, Notes, new note, existing note, Associations, Custom Object record, Custom Object record’s Notes - Next: Note: You can only associate the note to a Custom Object record that is already related to the same Contact or Opportunity. Full procedure: 1. Open a Contact or Opportunity record. 2. Go to Notes and either create a new note or open an existing note. 3. In the note’s Associations, select the related Custom Object record you want to link. 4. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the original Contact/Opportunity ![Open a Contact or Opportunity record. (image 3 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066507760/original/QXABDXEyZFPEhq7k3-eXqbT1MlJrXIp0Lg.png) **Open a Contact or Opportunity record. (image 3 of 5)** This screenshot appears in the "Open a Contact or Opportunity record." section of "Using Notes in Custom Objects". The text alongside this image reads: Open a Contact or Opportunity record. Go to Notes and either create a new note or open an existing note. In the note’s Associations, select the related Custom Object record you want to link. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the…. Immediately after, the guide continues: Note: You can only associate the note to a Custom Object record that is already related to the same Contact or Opportunity. - Where to go: Open a Contact or Opportunity record. Go to Notes and either create a new note or open an existing note. In the note’s Associations, select the related Custom Object record you want to link. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the original Contact/Opportunity - Controls: Contact, Opportunity, Notes, new note, existing note, Associations, Custom Object record, Custom Object record’s Notes - Next: Note: You can only associate the note to a Custom Object record that is already related to the same Contact or Opportunity. Full procedure: 1. Open a Contact or Opportunity record. 2. Go to Notes and either create a new note or open an existing note. 3. In the note’s Associations, select the related Custom Object record you want to link. 4. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the original Contact/Opportunity ![Open a Contact or Opportunity record. (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066507838/original/Sh7-Q_4u_dCQ2hpELj0F0ryfc4DXuVa-Mg.png) **Open a Contact or Opportunity record. (image 4 of 5)** This screenshot appears in the "Open a Contact or Opportunity record." section of "Using Notes in Custom Objects". The text alongside this image reads: Open a Contact or Opportunity record. Go to Notes and either create a new note or open an existing note. In the note’s Associations, select the related Custom Object record you want to link. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the…. Immediately after, the guide continues: Note: You can only associate the note to a Custom Object record that is already related to the same Contact or Opportunity. - Where to go: Open a Contact or Opportunity record. Go to Notes and either create a new note or open an existing note. In the note’s Associations, select the related Custom Object record you want to link. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the original Contact/Opportunity - Controls: Contact, Opportunity, Notes, new note, existing note, Associations, Custom Object record, Custom Object record’s Notes - Next: Note: You can only associate the note to a Custom Object record that is already related to the same Contact or Opportunity. Full procedure: 1. Open a Contact or Opportunity record. 2. Go to Notes and either create a new note or open an existing note. 3. In the note’s Associations, select the related Custom Object record you want to link. 4. Save — the note will now appear under the Custom Object record’s Notes as well, while remaining on the original Contact/Opportunity > Note: You can only associate the note to a Custom Object record that is already related to the same Contact or Opportunity. ## C) Automate notes with workflows You can add notes to custom object records automatically using workflows: 1\. Open a workflow for your custom object. 2\. Add the **Add to Note** action. 3\. Enter the note content, then save and publish. **Note:** Note title and note color are not supported yet for custom object workflow notes. ![C) Automate notes with workflows (image 5 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155072297704/original/3kodqs-tHPe0RkiUpFhCVQaIwPdks28RgQ.gif) **C) Automate notes with workflows (image 5 of 5)** This animation appears in the "C) Automate notes with workflows" section of "Using Notes in Custom Objects". The text alongside this image reads: Note: Note title and note color are not supported yet for custom object workflow notes. Immediately after, the guide continues: Example 1: Real Estate (Property custom object) Add notes after each site visit (“Client prefers east-facing, budget updated”) directly on the Property record so every agent sees the latest context. - What this covers: Note: Note title and note color are not supported yet for custom object workflow notes. - Controls: Add to Note - Next: Example 1: Real Estate (Property custom object) Add notes after each site visit (“Client prefers east-facing, budget updated”) directly on the Property record so every agent sees the latest context. --- # Examples **Example 1: Real Estate (Property custom object)** Add notes after each site visit (“Client prefers east-facing, budget updated”) directly on the Property record so every agent sees the latest context. **Example 2: Automotive (Car custom object)** Log inspection notes (“Brake pads replaced, next service due in 5,000 km”) on the Car record to maintain a clean service history. **Example 3: Insurance (Policy custom object)** Track renewal conversations (“Renewal offered, waiting on documents”) on the Policy record so status is clear to the whole team. **Example 4: Opportunity → Custom Object (shared note)** A rep adds negotiation notes on an Opportunity and associates the same note to the related “Property” record—so anyone viewing the Property has the same context without duplicating notes. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com