Notes for Custom Objects

Notes for Custom Objects

Custom Objects
March 25, 2026•1 min read

Notes help you easily keep track of small details and special requirements, putting these points down in an accessible format so your teams always have the full picture right where they need it. And now, you can add them to your Custom Objects. Let's learn how to use them!

⭐️How To Add Notes For Custom Objects?

  1. Head to Custom Objects and open any record.

    1

  2. Open the Notes section and click Add Note.

    2

  3. In Contact Notes, click “Associate To” then select the related Custom Object record.

    3

  4. In Opportunity Notes, click “Associate To” then select the related Custom Object record.

    4

⭐️Why Is This Feature Beneficial To Your Company?

  • Unified Experience: Notes for Custom Objects share the same interface and editor you’re already familiar with from Opportunities, making it easy to get used to.

  • Flexible Connections: Associate any existing or new note from a Contact or Opportunity to a related Custom Object record, keeping information accessible.

  • Smart Filtering & Search: You can quickly locate notes across objects using filters by entity, author, or keywords, as well as the search bar, allowing for direct results.

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. We hope you enjoy it!

custom objectsnotes
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Back to Blog