Shared Notes Pro Documentation

Shared Notes Pro keeps CRM-style notes attached to people, deals, orders, or any column value so context follows work across every board. Notes stay linked even when items move or get rebuilt.

Teams use it to keep support, sales, and operations aligned without copying text between boards. Notes remain searchable, permissions-aware, and ready to surface wherever that value appears.

If you have additional questions that aren't answered here, we are always available to talk via our contact form or via the chat option at the bottom of the page. We love meeting our users!