# 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 — choose **Add note**, pick the record it's about (recently viewed records are listed first), or choose **Write without a record**. You can attach more records in the note. - From a record's **Notes** tab or its **Add activity** menu — pre-attached to that record. - From the **application drawer** on the pipeline — its Notes card shows the candidate's latest notes, with **Add note** and **Log call** in its menu. - From the [Assistant](/support/articles/kepler-assistant/) — ask it to note something on a record, typed or dictated. Write in the rich editor (headings, lists, formatting; press `/` for commands). Notes save as you type. On a candidate's note, **Also attach?** offers their open applications, jobs and clients in one click. Mark notes as favourites with the star, then use **Favorites** on the Notes page to show only those. ## Telling a teammate Type `@` and a teammate's name in a note or logged entry, or use **Add person** in the **Tell** row above the text to tell someone without naming them. Everyone in the Tell row is notified once, when you close the note (or a couple of minutes after your last edit if it stays open), and the record's Comments show who was told. People you remove from the Tell row are not notified. See [Comments & mentions](/support/articles/comments-and-mentions/). ## Logging calls, meetings and messages Notes also hold the interactions your team logs by hand. Open the menu beside **Add note** and choose **Log call**, **Log meeting** or **Log message**; or use **Call**, **Meeting** or **Message** under Log in the record's **Add activity** menu. Use them to record something that happened off-platform. - A logged entry takes the same title and body as a note, plus the date and time it happened and fields for its kind: **Call** — Outbound or Inbound; an outcome (Spoke to them, Left voicemail, No answer or Wrong number); an optional **Length** (e.g. *20 min* or *4:12*); and an optional **Follow-up task** with a due date, added to your task list when you close the call. - **Meeting** — Outbound, Inbound or Internal; an outcome (Held, No-show, Cancelled or Rescheduled). - **Message** — Sent or Received. - 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. An outcome the new kind doesn't have is dropped. - An entry shows who wrote it and when, and "Edited by …" once someone else has changed it. > **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. ## Finding notes again - **The Notes page** lists the team's notes under month headings, newest first by when it happened. Filter with the **All types / Notes / Calls / Meetings / Messages** tabs, search, sort by **When it happened**, **Date written** or **Last updated**, and switch between a list and cards. - **A record's Notes tab** reads as a feed grouped by month, with the same kind filter, search and favourites. On a company, choose **With contacts and jobs** to include notes on its contacts and jobs, or **This company** for its own. - **Overview** on candidates, contacts and companies has a **Recent notes** card. - **History** shows notes in chronological context with stage moves, meetings and updates. - **Global search** has its own Notes group with the record, author, date and a preview. Each note also has its own link you can share with a teammate. ## What Kepler does with notes Kepler reads notes and logged entries for field values (a salary expectation, a notice period) and proposes them as [suggested updates](/support/articles/ai-suggestions/) on the linked records; nothing changes until someone accepts. When you delete a note that filled fields, the confirmation lists them: keep each value (the default) or choose **Undo** to take it back off the record. Values someone has changed since are left alone, and open suggestions from the note are withdrawn unless you accept them there. ## 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.