Notes & Activities
Note Types Explained
Last Updated: February 26, 2026PloverCRM 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: 2. Email (Purple Badge) Use for: Emails sent/received, campaign responses, document sharing Example: 3. Meeting (Green Badge) Use for: In-person meetings, video conferences, product...
Editing Notes
Last Updated: February 26, 2026Update existing notes to correct mistakes, add information, or update details. Editing a Note Editable Fields Can edit: Cannot edit: Permissions Editing depends on your CRM role, note ownership, and contact ownership. Super Admin can always edit. See Note Permissions for details. Best Practices When to edit: When to add new note instead: Be transparent:...
Deleting Notes
Last Updated: February 26, 2026⚠️ Note deletion is permanent and cannot be undone. How to Delete Permissions Deletion requires: See Note Permissions for details. Before You Delete Consider alternatives: Common scenarios: Data Recovery Notes cannot be restored through the UI. Recovery options: Prevention Tips Troubleshooting Can’t delete: Check permissions and contact access Deletion fails: Check browser console, refresh page,...
Notes & Activities API Content Cleanup Summary
Last Updated: February 5, 2026Overview Removed all API endpoints, CRUD operations, code examples, and technical implementation details from the Notes and Activities user guide files while preserving UI instructions and user-friendly content. Files Cleaned (6 total) 1. adding-notes.md 2. deleting-notes.md 3. editing-notes.md 4. note-permissions.md 5. note-types-explained.md 6. viewing-contact-timeline.md Summary of Removals API Endpoints Removed: Code Examples Removed: Technical Content...
Adding Notes to Contacts
Last Updated: February 24, 2026Track interactions and maintain contact history by documenting calls, emails, meetings, tasks, and observations. Note Types PloverCRM provides five note types: See Note Types Explained for details. Adding a Note Note Examples Call: Meeting: Task: Best Practices Permissions See Note Permissions for details. Troubleshooting Cannot add note: Verify permissions and required fields are filled. Note...