Notes

Notes help you document the ongoings at an account, and Vitally's flexible Notes feature helps you ensure your team documents all calls, meetings, onsites, and more that happen with your customers.
Creating a note
To leave a note for an account in Vitally, either click the blue + button in the top left, or use the Tab + N shortcut.
This will open a form that sits on top of the rest of the Vitally UI, allowing you to navigate the UI while you write your note.
If you close the form and re-open, your work is persisted, so feel free to close it out if you need to access the full Vitally UI 😉
Categorizing/tagging notes
When writing a note, you have a handful of options to ensure your team's notes are nice and organized.
Category - A note can belong to a single category. These are often used to log the 'type' of communication that's occurred - e.g. note, call, onsite, etc.

You have full control over what your team can select here. Open the Quick Jump window and search for "Categories" to manage your note categories (or go to the Notes section of  your account settings).
User participants - Next to the account select is the ability to tag specific users at the account that should be associated to the note.
Tags - Below the note text field is the ability to add any number of additional tags to associate to the note.
Viewing & filtering notes
In Vitally, you can view all notes created by your team via the Notes page.
Additionally, when on an account's dashboard, the Notes tab there lists just notes for that account.
In both views, you have the ability to filter notes by all your Note columns - e.g. category, tags, participants, etc - as well as by any of your Account columns. Like all You can also create saved Views here, allowing you to persist a specific view of Notes and easily revisit it later.
@ mentioning your teammates
Want to get a specific teammate's attention? Simply @ mention them, and we'll send them an in-app, email, and Slack notification (if they have each enabled).

Automated Playbooks & Alerts - Previous

Playbook FAQs

Next - Activity items

Tasks

Last modified 8mo ago

Copy link

Contents

Creating a note

Categorizing/tagging notes

Viewing & filtering notes

@ mentioning your teammates