---
title: "Notes - Rich-text notes on companies, people, and deals | Floral"
description: "Tiptap rich-text notes - same editor as meeting summaries. Attach to a company, a person, or a deal. Inline on detail pages, surfaced on the activity timeline."
canonical: https://floral.so/features/crm/notes
---

# Notes - Rich-text notes on companies, people, and deals | Floral

> Tiptap rich-text notes - same editor as meeting summaries. Attach to a company, a person, or a deal. Inline on detail pages, surfaced on the activity timeline.

Source: https://floral.so/features/crm/notes

[CRM add-onRead about Floral CRM add-on ](https://floral.so/features/crm)

# Notes that go where you need them

Rich-text notes attached to companies, people, or deals - using the same editor as meeting summaries. One place for context, follow-ups, and internal observations. Surfaced inline on every detail page and on the activity timeline.

[Read about Floral CRM](https://floral.so/features/crm)[Let's meet](https://floral.so/book-a-demo)

Where notes live

## Inline on every detail page

![Floral company detail with notes section](https://floral.so/img/features/crm/notes/company-detail.png)

### Tiptap editor

Same rich-text editor used for meeting summaries. Headings, lists, bold, italic, links, code. Persistent toolbar.

### Polymorphic attachment

Pick a company, a person, or a deal. The note shows on that entity’s detail page and on the activity timeline.

### Inline + Ny note

"+ Ny note" button on every detail page. Creates a new note with the relation already set.

### Author attribution

Every note shows author and timestamp. Edits update the timestamp; original author stays.

### Activity timeline entry

Adding a note fires a NOTE\_ADDED activity, which appears on the company, the person, and the deal it links to.

### Feature-gatable

Per-user feature access can hide the Notes surface entirely for teammates who do not need it.

When to use a note

## And when not to

### Company-wide context

"They are switching from competitor X - confirmed in last quarter board meeting." Lives on the company.

### Per-person observations

"Anna is the actual champion - Peter has the title but does not drive decisions." Lives on the person.

### Per-deal updates

Internal commentary that doesn’t belong in a meeting summary - pricing thoughts, internal positioning, gut feel. Lives on the deal.

### Not for meeting recaps

Those go in the AI summary. [See summaries ](https://floral.so/features/ai-meeting-summaries)

Related features

## Pairs well with

[Activity timelineNotes become activities; activities power the unified feed.Learn more ](https://floral.so/features/crm/activity-timeline)[Companies & contactsThe entities notes attach to.Learn more ](https://floral.so/features/crm/companies-and-contacts)[AI meeting summariesSame editor, different source - AI vs human.Learn more ](https://floral.so/features/ai-meeting-summaries)

[All CRM add-on features](https://floral.so/features/crm)[All core features](https://floral.so/features)

## Frequently asked

How is a note different from a meeting summary?

A summary is the AI-written output of a recorded meeting. A note is a free-form rich-text block someone types directly - for context, follow-ups, internal observations. Both use the same Tiptap editor; both surface on the activity timeline.

Where can I attach a note?

Polymorphic: a company, a person, or a deal. The note appears in that entity’s Notes section and as a NOTE\_ADDED activity on the timeline.

Can teammates collaborate on a note?

Notes are author-attributed and editable by any teammate with workspace access. Live collaborative editing is on the roadmap; for now, the last save wins.

Can I hide a note from some teammates?

Per-user feature access can hide the Notes surface entirely for specific teammates. Per-note visibility is on the roadmap.

Are notes searchable?

Yes. Workspace-wide search hits note content; you can also filter notes by author, tag, and category on entity detail pages.

## One editor, one place, every record

Stop keeping notes in your head, in Slack DMs, and on sticky notes.

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