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Knowledge Base/Custom Objects./Using Notes in Custom Objects

Using Notes in Custom Objects

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

Last updated: May 26, 2026


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On this page

  • Overview
  • Feature Name
  • Feature Description
  • How to Use
  • A) Add Notes on a Custom Object record
  • B) Associate a Contact/Opportunity note to a Custom Object record
  • Examples

In this folder

  • Getting Started with Custom Objects
  • Creating and Editing Custom Objects
  • Creating and Updating Custom Object Records
  • Custom Objects - Real Estate Case Study
  • Using Custom Objects in Workflow Actions and Triggers
  • SmartLists for Custom Objects
  • Custom Objects In All Plans + Higher Limit
  • Notes on Custom Objects in Bizura
  • Custom Object Templates: Pre-Built CRM Setup in One Click
  • Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks
  • Custom Object Audit Logs
  • Advanced Filters for Custom Objects
  • List View for Custom Objects: Sort, Filter, and Manage Records
  • Custom Objects - Unique Fields Support
  • Using Notes in Custom Objects
  • Bulk Delete for Custom Object Records

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