Adding notes is a great way to record and keep track of important information or reminders. Best of all? You can create them quickly and easily right in PeopleGlass.
To create a note, click on the three dots in the top right corner of PeopleGlass and click Note.
From there, you'll be presented with a sidebar with two options: Required fields or All fields.
To create a note with the minimum required fields, you'll need to give your note a title and select the object (Parent) to relate the note to.
The All fields tab provides an additional body field to leave a descriptive note. Notes can either be made public or private by using the toggle available.
Once a note has been created, it can be viewed in Salesforce by clicking the pop-up link that appears in the bottom-right corner after clicking Save.
If you want to view every Note that you've created? Simply search for Note when creating a new Sheet.
Do you have any questions or want to learn more? Feel free to contact our Technical Success team at support@people.ai!