A note is an internal memo about a customer. Never sent to the customer. Useful for: call summaries, disqualification reasons, deal context.

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Current model

Each customer has one note field stored as plain text (≤ 500 chars in the contact-config drawer). Edit it via:
  • The contact-config drawer (⚙ icon on the contact card in Inbox)
  • The customer drawer → Notes tab (full editor coming soon)
When you submit feedback in the Human Review modal, it is appended to customer.note instead of creating a separate note row.
Multi-note (multiple note rows per customer), rich markdown, @username mentions, pinning, file attachments, private/org visibility, edit-history revisions, a /crm/notes overview feed, global note search — coming soon.

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Best practices

With a 500-char limit, prioritize what matters. Decision + Why + Next is a strong pattern.
New note overwrites the old one. Copy out anything important first.
Note = free-form context. Tag = structured label you can filter on. If the pattern repeats, prefer a tag.