How To Keep CRM Notes Organized Using Notes Association in Tekmatix

Keeping your CRM notes focused, clean, and easy to manage is crucial for productive workflows. With Tekmatix Notes Association, you can now link notes specifically to a Contact, an Opportunity, or both. This ensures relevant context is preserved, reduces clutter, and helps your team work more efficiently.

Why Notes Association Matters

In a busy CRM, notes can quickly become disorganized if every interaction—deal-related or general customer communication is lumped together. Notes Association allows you to:

• Separate Communication: Keep opportunity notes distinct from general contact notes.

• Maintain Focus: Link notes to the right entity for improved clarity.

• Streamline Workflows: Filter and search notes efficiently.

• Support Collaboration: Teams can quickly find context-specific information.
  

Sample Scenario
A sales rep is following up with a client who is considering multiple opportunities. During calls, the rep takes notes on the client’s questions, objections, and feedback about specific deals.

How Notes Association Helps:

• The rep links each note to either the Contact or the relevant Opportunity, or both if needed.

• When reviewing the deal later, the team can filter to see only Opportunity-specific notes without unrelated customer interactions.

• This ensures precise, actionable insights are always available and reduces confusion in collaborative workflows.

How To Create Entity-Specific Notes

1. Open a Contact or Customer Journey record.

2. Click the Notes tab.

   
   

3. Click + Add Note.

   
   

4. Enter your note as usual.

5. Use the Associate With dropdown to select:

   • Contact

   • Opportunity

   • Both

6. Click Save to store the note.
   

How To Filter Notes by Association

Focus on relevant notes quickly using filters:

1. Go to the Notes tab under a contact or opportunity.

2. Click the Filter icon.

   

3. Select your view:

   • All Notes

   • Contact-only Notes

   • Opportunity-only Notes

   • Notes associated with both
     

Filters ensure you only see the notes that matter for your current workflow.

Where To View Notes

• Contacts View: See notes linked to the contact, including shared opportunity notes.

• Customer Journey View: View only notes associated with the specific opportunity.
  
  

Frequently Asked Questions

Q: Will existing notes be affected?
A: No, current notes remain unchanged. Association applies only to new notes.

Q: Can a note link to multiple opportunities or contacts?
A: Not yet. Each note can link to one contact and one opportunity at a time.

Q: Can I change a note’s association after saving?
A: Currently, you would need to duplicate the note and assign it to the new entity.

Q: Does this work on mobile?
A: Mobile support is coming in a future release.

Q: What happens if a contact or opportunity is deleted?
A: Notes are deleted only if all associated entities are permanently removed.