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Notes on Custom Objects in GHL Customer Care

Learn how to use Notes on Custom Objects in GHL Customer Care to capture record-specific context, search note histories, and associate notes across contacts.

3 min read682 words4 explained imagesUpdated Wed, 27 May at 4:57 AM
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  1. What are Notes on Custom Objects?
  2. Key Benefits of Notes on Custom Objects
  3. How To Setup Notes on Custom Objects
  4. Automate notes with workflows
  5. Frequently Asked Questions
  6. Related Articles

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Notes on Custom Objects allow teams to capture and manage record-specific context directly within Custom Object records in GHL Customer Care. With the same Notes experience available on Contacts and Opportunities, users can add notes, search note histories, apply filters, and associate notes across connected records. This helps teams maintain a single source of truth while ensuring important information is visible wherever it is needed. By extending Notes to Custom Objects, GHL Customer Care makes it easier to collaborate and track important details across complex CRM workflows.

TABLE OF CONTENTS

What are Notes on Custom Objects?

Notes on Custom Objects allow users to record important context directly on Custom Object records in GHL Customer Care. This ensures that relevant information is stored alongside the records it relates to, rather than being buried only in Contact or Opportunity timelines. Teams can add notes, search through note history, and manage large sets of notes using filters and sorting.

In addition to adding notes directly on a Custom Object record, users can also associate notes created on Contacts or Opportunities to related Custom Object records. This allows the same note to appear across multiple connected records without creating duplicates, making collaboration easier while preserving a single source of truth.

Key Benefits of Notes on Custom Objects

Notes on Custom Objects extend the CRM collaboration experience and make Custom Objects more useful in daily 

workflows.

  • Record-Specific Context: Store notes directly on Custom Object records so important information is always visible where the work is happening.
  • Single Source of Truth: Associate one note across multiple records instead of duplicating information across contacts, opportunities, and objects.
  • Improved Collaboration: Teams can quickly understand the full context of a record without needing to search through multiple timelines.
  • Faster Information Retrieval: Search notes by keyword to quickly locate important updates or historical information.
  • Better Organization: Filters and sorting options make it easier to manage long note histories and identify the most relevant updates.

How To Setup Notes on Custom Objects

Properly using Notes on Custom Objects ensures that teams capture relevant information in the correct place and maintain clear visibility across connected records.

  1. Navigate to Custom Objects in GHL Customer Care.
  2. Open the Custom Object record where you want to add a note.
    Step 2 of 6: Open the Custom Object record where you want to add a note What this shows Step 2 of 6: Open the Custom Object record where you want to add a note. What this shows Shows where to go for step 2 of 6 in the "How To Setup Notes on Custom Objects" section of "Notes on Custom Objects in GHL Customer Care". This screenshot accompanies step 2 of 6 in the "How To Setup Notes on Custom Objects" section of "Notes on Custom Objects in GHL Customer Care". At this point in the walkthrough you open the Custom Object record where you want to add a note. This part of the guide covers 8 fields, listed below. The next step is to locate the Notes panel on the right side of the record. Step 2 of 6Image 1 of 4 Where to goOpen the Custom Object record where you want to add a note.
    Fields in this part of the guide Key Benefits of Notes on Custom ObjectsHow To Setup Notes on Custom ObjectsAutomate notes with workflowsFrequently Asked QuestionsRelated ArticlesGetting Started with Custom ObjectsCreating and Updating Custom Object RecordsAdding Opportunity Notes in GHL Customer Care
    Buttons and menus referenced TABLE OF CONTENTSKey Benefits of Notes on Custom ObjectsHow To Setup Notes on Custom ObjectsAutomate notes with workflowsAdd to NoteFrequently Asked QuestionsRelated Articles
    Next stepLocate the Notes panel on the right side of the record.
    All 6 steps in this procedure
    1. Navigate to Custom Objects in GHL Customer Care.
    2. Open the Custom Object record where you want to add a note. this image
    3. Locate the Notes panel on the right side of the record.
    4. Click Add Note.
    5. Enter the note details.
    6. Click Save.
  3. Locate the Notes panel on the right side of the record.
    Step 3 of 6: Locate the Notes panel on the right side of the record What this shows Step 3 of 6: Locate the Notes panel on the right side of the record. What this shows Shows what this covers for step 3 of 6 in the "How To Setup Notes on Custom Objects" section of "Notes on Custom Objects in GHL Customer Care". This screenshot accompanies step 3 of 6 in the "How To Setup Notes on Custom Objects" section of "Notes on Custom Objects in GHL Customer Care". At this point in the walkthrough you locate the Notes panel on the right side of the record. This part of the guide covers 8 fields, listed below. The next step is to click Add Note. Step 3 of 6Image 2 of 4 What this coversLocate the Notes panel on the right side of the record.
    Fields in this part of the guide Key Benefits of Notes on Custom ObjectsHow To Setup Notes on Custom ObjectsAutomate notes with workflowsFrequently Asked QuestionsRelated ArticlesGetting Started with Custom ObjectsCreating and Updating Custom Object RecordsAdding Opportunity Notes in GHL Customer Care
    Buttons and menus referenced TABLE OF CONTENTSKey Benefits of Notes on Custom ObjectsHow To Setup Notes on Custom ObjectsAutomate notes with workflowsAdd to NoteFrequently Asked QuestionsRelated Articles
    Next stepClick Add Note.
    All 6 steps in this procedure
    1. Navigate to Custom Objects in GHL Customer Care.
    2. Open the Custom Object record where you want to add a note.
    3. Locate the Notes panel on the right side of the record. this image
    4. Click Add Note.
    5. Enter the note details.
    6. Click Save.
  4. Click Add Note.
  5. Enter the note details.
    Step 5 of 6: Enter the note details What this shows Step 5 of 6: Enter the note details. What this shows Shows what to fill in for step 5 of 6 in the "How To Setup Notes on Custom Objects" section of "Notes on Custom Objects in GHL Customer Care". This animation accompanies step 5 of 6 in the "How To Setup Notes on Custom Objects" section of "Notes on Custom Objects in GHL Customer Care". At this point in the walkthrough you enter the note details. For context, this section explains: Notes on Custom Objects allow teams to capture and manage record-specific context directly within Custom Object records in GHL Customer Care. With the same Notes experience available on Contacts and Opportunities, users can add notes, search note histories, apply filters, and associate notes across…. This part of the guide covers 8 fields, listed below. The next step is to click Save. Step 5 of 6Image 3 of 4 What to fill inEnter the note details.
    Fields in this part of the guide Key Benefits of Notes on Custom ObjectsHow To Setup Notes on Custom ObjectsAutomate notes with workflowsFrequently Asked QuestionsRelated ArticlesGetting Started with Custom ObjectsCreating and Updating Custom Object RecordsAdding Opportunity Notes in GHL Customer Care
    Buttons and menus referenced TABLE OF CONTENTSKey Benefits of Notes on Custom ObjectsHow To Setup Notes on Custom ObjectsAutomate notes with workflowsAdd to NoteFrequently Asked QuestionsRelated Articles
    Next stepClick Save.
    All 6 steps in this procedure
    1. Navigate to Custom Objects in GHL Customer Care.
    2. Open the Custom Object record where you want to add a note.
    3. Locate the Notes panel on the right side of the record.
    4. Click Add Note.
    5. Enter the note details. this image
    6. Click Save.
  6. Click Save.

The note will now appear on both the original record and the associated Custom Object record.

Automate notes with workflows

You can also add notes to custom object records automatically using workflows:

1. Open a workflow for your custom object.

2. Add the Add to Note action.

3. Enter the note content, then save and publish.

Note: Note title and note color are not supported yet for custom object workflow notes.

Automate notes with workflows (image 4 of 4) What this shows Notes on Custom Objects allow teams to capture and manage record-specific context directly within Custom Object records in GHL Customer Care. What this shows Illustrates the "Automate notes with workflows" section of "Notes on Custom Objects in GHL Customer Care". This animation appears in the "Automate notes with workflows" section of "Notes on Custom Objects in GHL Customer Care". For context, this section explains: Notes on Custom Objects allow teams to capture and manage record-specific context directly within Custom Object records in GHL Customer Care. With the same Notes experience available on Contacts and Opportunities, users can add notes, search note histories, apply filters, and associate notes across…. This part of the guide covers 8 fields, listed below. Image 4 of 4
Fields in this part of the guide Key Benefits of Notes on Custom ObjectsHow To Setup Notes on Custom ObjectsAutomate notes with workflowsFrequently Asked QuestionsRelated ArticlesGetting Started with Custom ObjectsCreating and Updating Custom Object RecordsAdding Opportunity Notes in GHL Customer Care
Buttons and menus referenced TABLE OF CONTENTSKey Benefits of Notes on Custom ObjectsHow To Setup Notes on Custom ObjectsAutomate notes with workflowsAdd to NoteFrequently Asked QuestionsRelated Articles
All 6 steps in this procedure
  1. What are Notes on Custom Objects?
  2. Key Benefits of Notes on Custom Objects
  3. How To Setup Notes on Custom Objects
  4. Automate notes with workflows
  5. Frequently Asked Questions
  6. Related Articles

Frequently Asked Questions

Q: Do notes associated with Custom Objects create duplicate copies?
No. Associated notes remain a single note that appears across all connected records.

Q: Can I create a note directly on a Custom Object record?
Yes. Notes can be created directly within the Notes panel of a Custom Object record.

Q: Can I search notes on a Custom Object record?
Yes. The Notes panel includes a search function that allows you to find notes by keyword.

Q: Can notes from Contacts or Opportunities appear on Custom Object records?
Yes. Notes can be associated with related Custom Object records when those records are connected.

Q: If I edit a note, will the changes appear everywhere it is associated?
Yes. Because associated notes are shared rather than duplicated, edits will update across all associated records.

Q: Can I remove an association without deleting the note?
Yes. Associations can be removed while keeping the original note intact.

Frequently asked questions

What are Notes on Custom Objects?
Notes on Custom Objects allow users to record important context directly on Custom Object records in GHL Customer Care. This ensures that relevant information is stored alongside the records it relates to, rather than being buried only in Contact or Opportunity timelines. Teams can add notes, search through note history, and manage large sets of notes using filters and sorting. In addition to adding notes directly on a Custom Object record, users can also associate notes created on Contacts or Opportunities to related Custom Object records. This allows the same note to appear across multiple connected records without creating duplicates, making collaboration easier while preserving a single source of truth.

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