Add internal note to company record

Internal company notes allow you to relay important information about a company to other staff members. Internal notes are visible only to staff and help your team maintain account-specific instructions, preferences, and operational details in a central location. Internal notes can also be prioritized to help staff quickly identify critical company-specific instructions and supporting information during sales and order workflows.

In This Article

• Prerequisites
• Why use internal company notes?
• How to add an internal company note
• Best Practice Tips
• Troubleshooting
• FAQs
• Additional Resources

Prerequisites

Why use internal company notes?

Internal company notes help your team stay aligned by capturing important account-level information that applies across all contacts and orders.

• Centralize key information: Store important details about a company in one place.
• Improve team awareness: Ensure staff see critical notes when working with company contacts.
• Highlight critical instructions: Flag notes as important so they are surfaced during order and quote creation.
• Attach supporting files: Include documents, references, or instructions directly with the note.

How to add an internal company note

Step 1: Open the company record

1. Log into your DecoNetwork account.

2. Browse to Business Hub → Companies.

   

3. Click View on the company account you want to edit.

   
   You can also click anywhere within a company's row to load it.

Step 2: Create a new internal note

1. Click on the plus icon beside Internal Notes below the Company Options menu at the right of the page.

   

   Click the plus icon to add a new internal note

Step 3: Enter note details

1. Enter your note in the Note textbox.

   

2. (Optional) Tick Flag Note as Important to highlight this note.

   New feature added in V8.611.
   Notes flagged as important will be displayed in a popup when creating a quote or order for any contact associated with the company, helping ensure critical information is not missed.

3. (Optional) Click Attach New File to add supporting documents.

   New feature added in V8.611.
4. Click OK.

Step 4: View and manage notes

• Internal notes appear at the right side of the company record, under the Internal Notes heading.

  

• Hover the mouse pointer over the note and click on the Edit icon that appears at the left of the note to edit it.

  

• Hover the mouse pointer over the note and click on the Delete icon that appears at the left of the note to delete it.

  
• Attachments appear beneath the note as downloadable links or thumbnails.

Best Practice Tips

• Use important notes for critical instructions that must be seen during order creation.
• Keep notes concise and actionable for quick reference.
• Attach relevant files (e.g., agreements, specifications) to avoid searching elsewhere.
• Review notes regularly to ensure outdated information is removed.

Troubleshooting

• Important note not appearing? Ensure the note is flagged as important and you are creating a quote/order for a contact within the same company.
• Cannot add notes? Verify your user role has the required permissions.
• Attachments not visible? Check file upload completed successfully and refresh the page if needed.

FAQs

Who can see internal company notes?
Only staff members with appropriate permissions can view internal notes. They are not visible to customers.

What happens when a note is marked as important?
Important notes are surfaced in a popup when creating quotes or orders for contacts within the company.

Can I edit or delete a note?
Yes. Hover over the note and click the edit or delete icon.

Can I attach files to notes?
Yes. Files can be attached and accessed directly from the note after creation.

Additional Resources

• Add internal note to customer record
• Add internal note to quote/order