Skip to main content

Notes

Adding notes in PeopleGlass!

Updated over 2 weeks ago

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.

note1.png


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.

Image_2022-08-17_at_11.25.11.png


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.

Image_2022-08-17_at_11.41.33.png


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.

Image_2022-08-17_at_11.42.52.png


If you want to view every Note that you've created? Simply search for Note when creating a new Sheet.

Image_2022-08-17_at_11.45.41.png

Do you have any questions or want to learn more? Feel free to contact our Technical Success team at support@people.ai!

Did this answer your question?