We’re excited to introduce Notes for Custom Objects, a powerful new feature that lets you create and manage notes directly on your Custom Object records.

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❓ Why This Feature?

You can now capture key details, discussions, and updates inside any Custom Object record, so your teams always have the full picture right where they need it.

This brings greater clarity and efficiency to your workflow by keeping all relevant notes tied to their specific data entities and not scattered across unrelated records.

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✨ What’s New?

• Custom Object Record Specific Notes

Create and view notes directly inside Custom Object records. Notes stay linked to that specific object for better organisation and context.

• Flexible Associations

Link notes across records: associate any existing or new note from a Contact or Opportunity to a related Custom Object record

• Unified Experience

Notes for Custom Objects share the same interface and editor you’re already familiar with from Contacts and Opportunities.

• Smart Filtering & Search

Quickly locate notes across objects using filters by entity, author, or keywords — making it easier to retrieve the right information instantly.

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🔧 How to Use

1. Open Custom Objects → open any record → go to Notes → add a note

2. Or open a Contact / Opportunity note → associate it to the related Custom Object record

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🤝 Why It Matters

• Keep important context on the record you’re actually managing (not just on Contacts)

• Find notes faster with Search + Filters/Sorting

• Avoid copy/pasting updates—associate the same note to the Custom Object record for shared visibility