What is the Linked Note tab for?

Modified on Fri, 9 Sep, 2022 at 11:01 AM

When you create a note on someone, you can add a context of a person record (1), indicating that the note is something to do with that person.  If you go to that person’s profile and switch to the linked note tab (2), you will see all the notes that person has been linked to.  There is a link back to the original profile if needed (3).  


Linked Notes can also be seen in the notes section of the Outlook Add-in.

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