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Notes and the WallNotes (nav icon, /notes) is a personal notepad — every note is private to the member who wrote it (the page's own subtitle says so: "Private to you"). It only appears in your nav bar if your organization has Notes…

How to Create and Edit a NoteWrite a new note, or make changes to one you already have. Steps Create a note 1. On the Notes page, click New Note (or press N while the wall has focus). 2. Type a title and write the body. New notes start in the…

How to Export a NoteDownload a note as a file, in Markdown, plain text, HTML, or PDF. Before you start The note must already be saved — export reads the saved record, so a brand-new note that hasn't been saved yet can't be exported. Steps…

How to Float a Note as a StickyPop a note out of the wall into a small floating sticky that stays visible while you work elsewhere in KamoCRM. Before you start The note must already be saved (not a brand-new, unsaved note). Steps 1. Open the note,…

How to Pin, Favorite and Color a NotePin, favorite, or recolor a note — on the wall or in the editor — for one note or several at once. Steps One note, from the wall 1. Hover a note card and use its Pin and Favorite (star) buttons directly on the card, or…

How to Search and Filter Your NotesFind notes by text, category, tag, color, or pinned/favorite status, and change how the wall lays them out. Steps 1. On the Notes page, type into the search box in the command bar (or press / to jump into it from…

How to Restore a Previous Version of a NoteLook back at earlier saved versions of a note, and restore one if you need to undo changes. Before you start The note must have at least one prior saved version — the version-history icon only appears once a note has…

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