Quick Notes Panel
Keep your notes close, even while working on other things.
The Notes in Sidebar feature lets you pin a note to the side of your screen so you can keep referencing it while navigating through Customers, Deals, Tasks, or any other feature in Alano.
How to use it
Open the note you want to keep handy
Click the
…(More options) on the right side of the noteSelect Open in sidebar
Your note will stay visible in the sidebar while you continue working elsewhere
Why it’s useful
Review call notes while updating a deal
Keep a checklist open during task execution
Reference strategy or meeting notes without switching tabs
Related guide pages
Alano User Guidelinehttps://alano.ai/docs/
Customizationhttps://alano.ai/docs/customization-8ddSaxvPIY
Welcome to Alanohttps://alano.ai/docs/welcome-to-alano-1dTWipd7yW
Featureshttps://alano.ai/docs/features-TcyTIG1kHe
Contacts/Customershttps://alano.ai/docs/contactscustomers-LZZkPk05en
Alataskshttps://alano.ai/docs/alatasks-rfB2f4M6Ho
Dealshttps://alano.ai/docs/deals-glGb1Ojq9n
Custom Objectshttps://alano.ai/docs/custom-objects-vKkregeoYs
Alanoteshttps://alano.ai/docs/alanotes-qFBrxuMSQa
AI Editorhttps://alano.ai/docs/ai-editor-E6593bPQaN
Real-time Collaborationhttps://alano.ai/docs/real-time-collaboration-89eqn4qz2r
Embed Windowhttps://alano.ai/docs/embed-window-6iwslm2Ni3
Comment In Noteshttps://alano.ai/docs/comment-in-notes-DuLVmEa8El
Insert Images & Fileshttps://alano.ai/docs/insert-images-files-TJcMGf7eXz
Headings & Collapsehttps://alano.ai/docs/headings-collapse-qGQz3RlCkP
Text Color & Highlightinghttps://alano.ai/docs/text-color-highlighting-SDBYY4Nvnf
Print as PDFhttps://alano.ai/docs/print-as-pdf-ep6ruZLEqK
CRM Smart Linkinghttps://alano.ai/docs/crm-smart-linking-bYM5h9McU1
Mentionshttps://alano.ai/docs/mentions-8Ih45rwLgW
Sharing Notes to Deals, Customers, Contacts & Taskshttps://alano.ai/docs/sharing-notes-to-deals-customers-contacts-tasks-1Wu0G1AVEK
Shared Noteshttps://alano.ai/docs/shared-notes-tDapT1iAYS
Create Notehttps://alano.ai/docs/create-note-nktW9jpiQd
Resourceshttps://alano.ai/docs/resources-C4DgheeRju
Intelligencehttps://alano.ai/docs/intelligence-C27rBzbm0P
Settingshttps://alano.ai/docs/settings-WGYKnuS6lc
Alano AI Chatbothttps://alano.ai/docs/alano-ai-chatbot-V1d6NJepW1
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/quick-notes-panel-MJT9QTOvKW