Creating and Viewing Notes

You can create and view notes through two ways - either from a profile page for an Organization/Person/Opportunity, or in the Notes column of a list. When creating a note, you can tag your team members by using the "@" symbol so they’ll be notified in Affinity (or through email) of your note. You can also include hyperlinks, which will be auto-formatted and clickable, as well as use rich text formatting.

Note: If you navigate away from the page, do not worry - Affinity will save what you have written so you can always go back to edit your note before you submit!

To add (or view) notes associated with an Organization/Person/Opportunity, navigate to the profile page in question (below is an example of an Organization's profile page):

Additionally, you can add (and view) notes for entities through a list.