# Working with notes

> Capture notes and logged calls, meetings and messages in a rich editor, attach them to records, and find them again.

_Collection: Tasks, Notes & Lists (productivity) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/working-with-notes/_

Notes capture what doesn't fit in a field — call summaries, client intel, candidate motivations — along with the calls, meetings and messages your team logs by hand. Attach a note to one or more records when it belongs in their history, or leave it unattached for workspace-wide reference.

## Creating a note

  - From **Notes** in the sidebar — write in the rich, block-based editor (headings, lists, formatting), then attach the records it belongs to.

  - From a record's **Notes** tab — pre-attached to that record.

Mark notes as **favourites**, then use the star filter on the Notes page to show only your favourite notes.

## Logging calls, meetings and messages

Notes also hold the interactions your team logs by hand. From a record's **Notes** tab or its **Add Activity** menu, choose **Log call**, **Log meeting** or **Log message** to record something that happened off-platform.

  - A logged entry takes the same title and body as a note, and adds the **direction** (Outbound, Inbound or Internal), an **outcome** (Connected, Left message, No answer, Scheduled, Completed or Requires follow-up) and the date and time it happened.

  - Leave the title blank and Kepler names the entry after its kind.

  - An entry can be reclassified later — a note can become a logged call, and the reverse.

  - Filter by kind with the **All / Notes / Calls / Meetings / Messages** switch on the Notes tab and the Notes page. Each entry shows an icon for its kind, and a logged entry shows its direction and outcome beside the title.

> **NOTE:** Meetings captured by your calendar or the AI Note Taker are not Notes entries — those live on the Calls tab with their recordings and transcripts. The Notes tab holds only what a person typed.

## Where notes appear

  - On the **Notes** tab of each attached record.

  - In the record's **History** timeline, in chronological context with stage moves, meetings and updates.

  - On the workspace **Notes** page, with the rest of the team's shared notes.

  - In global search results.

## Meeting notes

When the [AI Note Taker](/support/articles/ai-note-taker/) covers a meeting, its structured minutes live with the meeting and linked records — your own notes can stay short and judgement-focused while the transcript holds the detail.

## What makes a good CRM note

  - Lead with the decision or outcome, not the chronology.

  - Log calls as calls, not as plain notes — direction and outcome make "how many client calls did we make this month?" answerable later.

  - Record *why* — "declined: base too low, wants 95k+" beats "not interested".

  - Put facts that belong in fields *into fields* (salary expectations, notice) — fields filter; notes don't.