The Notes module can be accessed through the Quick Actions lightning bolt icon at the top of any page in TRUE. By default, the list view is empty until a search is performed.

Search and filter note records using keywords, categories, and various view options to quickly find specific notes.

Actions available from the hamburger menu (≡) when viewing a note record.

The selected note view displays all information about the note, including its text content, metadata, and related records.

Core Note Fields

Related Records

Create a note directly in the Notes module using the + button.

1. Click the lightning bolt icon at the top of the page
2. Select Notes from the dropdown menu
3. Click the + button to create a new blank note record
4. Enter your note text in the Details field
5. Optionally edit the Date field to reflect the actual date
6. Select a Category from the dropdown list
7. Click Save to save the note

Create a note that is automatically related to the current record using the badge icons at the bottom right of any record.

1. Navigate to the record you want to create a note for (e.g., a Lead, Job, or Contact)
2. Locate the badge icons on the bottom right corner of the record
3. Click the + icon
4. Select New Note from the menu
5. Choose New to create a new blank note (or Existing to link an existing note)
6. Enter your note text in the Details field
7. The note will automatically be related to the current record
8. Click Save to save the note

A single note can be related to multiple records across different modules, making it visible from any related record.

1. Open the note you want to relate to additional records
2. Locate the Related Records section
3. Click the + button
4. Search for and select the record you want to relate to this note
5. The record will appear in the Related Records list
6. Repeat steps 3-5 to add additional related records

You can unlink a note from a related record without deleting the note or the record.

1. Open the note containing the related record you want to remove
2. Locate the Related Records section
3. Find the record you want to unlink
4. Click the 🗑️ button next to the related record to remove the relationship

Yes, you can search for and link an existing note to any record instead of creating a new note.

1. Navigate to the record you want to link a note to
2. Locate the badge icons on the bottom right corner of the record
3. Click the + icon
4. Select New Note from the menu
5. Choose Existing instead of New
6. Search for the note you want to link
7. Select the note from the search results to link it to the current record

You can send the contents of a note via email using the Send Email option.

1. Open the note you want to send via email
2. Click the hamburger icon (≡) to access note options
3. Select Send Email
4. A new email window will open with the note text in the body
5. Add recipients, edit the subject line, and modify the email content as needed
6. Click Send to send the email

An email capture code is a unique email address that allows you to automatically update a note by sending emails to that address.

1. Open the note you want to generate an email capture code for
2. Click the hamburger icon (≡) to access note options
3. Select Email Capture Code
4. TRUE will generate a unique email address for this note
5. Copy the email capture code
6. Any emails sent to this address will automatically append their content to the note

You can use the Record Access feature to limit which users can view specific notes.

1. Open the note you want to restrict access to
2. Click the hamburger icon (≡) to access note options
3. Select Record Access
4. The Record Access window will open, showing all users who currently have access
5. Add or remove users to control who can view this note
6. Click Save to apply the access restrictions

There are several reasons why you might not see certain notes in the Notes module or related to records.

Use the Category field to organize notes by type, making them easier to search and filter.

1. Open the note you want to categorize
2. Locate the Category dropdown field
3. Select a category from the list (e.g., Meeting Notes, Client Communication, Job Site Observations)
4. Click Save to save the category assignment

There are two primary methods to find notes related to a specific project or client.

Access your favorite notes quickly using the Favorites view in the Notes module.

1. Click the lightning bolt icon and select Notes
2. Click the Favorites search option
3. All notes you've marked as favorites will be displayed

To mark a note as a favorite:

1. Open the note you want to mark as a favorite
2. Click the hamburger icon (≡)
3. Select Favorites
4. The note will be added to your Favorites list

You can permanently delete a note using the Delete option. This action is irreversible.

1. Open the note you want to delete
2. Click the hamburger icon (≡) to access note options
3. Select Delete
4. Confirm the deletion when prompted

The Notes module has several permissions that control user access and capabilities.

Module Access Permission

Security Permissions

Note categories are managed in the Categories module and can be customized to match your company's specific needs.

1. Navigate to the Categories module
2. Search for or filter to Note categories
3. Click the + button to create a new category
4. Enter the category name (e.g., "Meeting Notes", "Client Communication", "Job Site Observations")
5. Select Notes as the module this category applies to
6. Click Save to create the category