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Sharing Notes to Deals, Customers, Contacts & Tasks

Alano lets you turn your notes into contextual comments or updates, so insights don’t live in silos and your team always stays aligned.

What this feature does

You can share an Alano note directly into:

Customers
Contacts
Deals
Tasks

as a comment or status update, keeping important context exactly where the work happens.

share note as comment.mp4

Open the note you want to share.
Click “Share in” on the right side of the note.
Choose where you want to share it:
- Customer
- Contact
- Deal
- Task
The note will appear as a comment inside the selected record.

That’s it! No copying long text, no switching tabs.

Using notes inside comments

You can also share notes via comments:

Copy the note link
Paste it into a comment field (e.g. in a deal or task)
The note stays accessible and linked for anyone with permission

This is perfect for:

Meeting summaries
Sales call notes
Internal handover updates
Context behind decisions

Why this is useful

Keeps conversations and notes connected
Reduces repeated explanations
Makes collaboration faster and clearer
Ensures nothing important gets lost

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 Quick Notes Panelhttps://alano.ai/docs/quick-notes-panel-MJT9QTOvKW 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 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/sharing-notes-to-deals-customers-contacts-tasks-1Wu0G1AVEK

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