Notes

Document important notes and ongoings for your accounts

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 purple + button in the top right, 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 & Tasks 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 data view.

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 Category, Tag, and Teammate that created the note.