> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes

> Capture anything — call notes, property observations, meeting summaries — linked to every record

Notes let you capture anything that matters about a contact, deal, or property. They're rich-text, AI-enhanced, and automatically linked to the records they're about.

## Viewing notes

The Notes page shows all notes across your workspace in reverse chronological order. Use the category filters to narrow down:

| Category           | What it contains                     |
| ------------------ | ------------------------------------ |
| **All Notes**      | Every note you've created            |
| **Quick Notes**    | Fast, unstructured thoughts          |
| **Call Notes**     | Notes created during or after a call |
| **Property Notes** | Notes about specific listings        |
| **People Notes**   | Notes about contacts                 |

## Creating a note

Click **New Note** or press `N` anywhere in the app for a quick note. The compose window includes:

* **Rich text editor** — Bold, italic, bullet lists, headings
* **Category** — Quick, Call, Property, or People note
* **Link to contact** — Associate with a person
* **Link to deal** — Associate with a transaction
* **Link to property** — Associate with a listing
* **Tags** — Add custom labels for filtering

<Tip>
  After any call, Winnerr auto-creates a Call Note template pre-filled with the contact's name, call duration, and a transcript excerpt. Just add your observations and save.
</Tip>

## AI-assisted notes

Click the **Enhance with AI** button on any note to have Winnie:

* Clean up grammar and formatting
* Summarize a long note into bullet points
* Suggest follow-up actions based on the note content

## Collaborative notes (Live Edit)

Any note shared with your organization (or with mentioned teammates) supports real-time collaborative editing — multiple teammates can edit the same note at once, similar to Google Docs. You'll see each person's **live cursor**, edits merge without overwriting each other, and everything syncs instantly with no refresh. Private notes stay solo.

See [Real-time collaboration](/collaboration/overview) for the full picture, including live presence across deals, contacts, pipelines, scripts, and files.

## Note visibility

Notes are visible to all members of your organization by default. To create a private note (visible only to you), toggle **Private** when creating the note.

## Accessing notes from records

Notes don't just live on the Notes page — they appear inline on the relevant [Person Detail](/crm/person-detail), [Deal Detail](/crm/deal-detail), and [Property Detail](/properties/detail) pages in the activity timeline. You'll always see notes in context.

## Searching notes

Use the search bar on the Notes page to search across all note content. Full-text search is supported, so you can find notes that mention a specific property address, client name, or any keyword.