How to Create & Manage Appointment Notes & Sync them Across Records

1. What are Notes for Appointments?

• Notes for appointments capture internal context tied to a single calendar event. When you add one, it automatically becomes available on the associated Contact, Opportunity, and Conversation records.
• Edits and deletions to the appointment note are reflected everywhere the note appears.

2. How Notes Flow Across Different Modules

• - Contacts: Open Contacts → select the person → check the right-side Notes panel.
• - Conversations: Open Conversations → select a conversation → use the right-side Notes panel.
• - Opportunities: Open Opportunities → click the relevant opportunity → choose Notes in the drawer.

3. How to Add, View, and Manage Appointment Notes

• From Calendar View: Go to Calendars → Calendar View. Click the appointment to open it, choose the Notes tab, click Add Internal Note, type, and Save.
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• From Appointment List View: Go to Calendars → Appointment List View. Click the ⋮ menu, select Edit. In Edit Details → Internal Note(s), click Add Internal Note.
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4. Managing Appointment Notes

• - Filter by source: Click the filter icon and choose User, API, and/or Workflow.
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• - Sort notes: Click the sort icon to sort by Date created.
• - Search notes: Use the Search field to find keywords.
• - Delete or edit: On the note card, click the ⋮ menu to Edit or Delete.

Search Tags

• Tags: appointment notes, internal notes, sync notes, context, opportunity notes, contact notes