Note Types Explained

PloverCRM provides five note types to categorize interactions. Each has a distinct color badge for quick identification.

Note Types #

1. Call (Blue Badge) #

Use for: Phone calls, voicemails, conference calls

Example:

Title: Discovery <span class="hljs-built_in">Call</span> - <span class="hljs-number">15</span> minutes
Description: Discussed budget <span class="hljs-literal">and</span> timeline. Needs manager approval.
<span class="hljs-keyword">Next</span> <span class="hljs-keyword">step</span>: Follow up Friday.

2. Email (Purple Badge) #

Use for: Emails sent/received, campaign responses, document sharing

Example:

Title: Proposal Sent
Description: Sent Enterprise plan proposal with pricing <span class="hljs-keyword">and</span> <span class="hljs-keyword">case</span> studies.
Awaiting response by <span class="hljs-keyword">end</span> <span class="hljs-keyword">of</span> week.

3. Meeting (Green Badge) #

Use for: In-person meetings, video conferences, product demos

Example:

<span class="hljs-string">Title:</span> Product Demo - <span class="hljs-number">30</span> minutes
<span class="hljs-string">Description:</span> Demonstrated key features. <span class="hljs-string">Action:</span> Send technical docs.

4. Task (Orange Badge) #

Use for: Action items, follow-up reminders, pending tasks

Example:

<span class="hljs-string">Title:</span> Send Contract
<span class="hljs-string">Description:</span> Prepare <span class="hljs-keyword">final</span> contract. <span class="hljs-string">Due:</span> Friday, Feb <span class="hljs-number">10.</span> <span class="hljs-string">Priority:</span> High

5. Note (Gray Badge) #

Use for: General observations, contact preferences, background info

Example:

<span class="hljs-symbol">Title:</span> Contact Preferences
<span class="hljs-symbol">Description:</span> Prefers email. Available Tuesdays/Thursdays <span class="hljs-number">2</span><span class="hljs-number">-4</span>pm.

Quick Reference #

Filtering by Type #

1. Navigate to contact detail page
2. Click Notes tab
3. Use Type filter dropdown
4. Select one or more types

Best Practices #

• Use descriptive titles: “Discovery Call – Discussed Budget” not “Call”
• Include key details: what happened, outcomes, next steps
• Be consistent: Train team on when to use each type

Last updated: February 3, 2026