Notes
Notes are yours: short records linked to the people, companies and deals they are about. They are kept apart from what Random remembers on its own.
How it works
- Write or dictate
Press New note and type, or press Dictate and speak. Press Template to start from Meeting notes, Call notes or Decision, or ask Random to write one.
You - Link it
Type @ to link a person, company or deal. The note then shows on that record's page.
Links - Tidy it
Tidy up cleans up the text without adding anything to it.
Optional
More on Notes
- Pin to top keeps a note above the rest.
- Make it a task turns a note into a task.
- Ask for a note in Chat and you get a filled form. See Say it once.
- Add the Recent notes block to your Daily brief.
- A deleted note can be brought back right after with undo.
What it does not do
Random does not write or change your notes unless you ask, for example with Tidy up. Facts Random learns on its own live in Random Brain, not here.