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

# Internal notes

> Add private notes to contacts and companies that only internal users can see.

Internal Notes enable you to add notes to contacts and companies that remain visible only to internal users with access. These notes can be edited or deleted at any time, allowing you to keep information current. Internal Notes are fully supported by API, Zapier, and Make integrations, facilitating automated workflows and connections with other tools. You can access Internal Notes from the **Contextbar** on contact and company detail pages, as well as from the **Messages** app, **Files** app, **Notification Center**, and manual setup Embeds when viewing a contact or company channel.

## Creating a note for a contact or company

1. Navigate to the **CRM** page.
2. Click **Companies** if you want to leave a note for a company, or click **Contacts** if you want to leave a note for a contact.
3. Select the company or contact you would like to leave a note for.
4. In the **Contextbar** on the right, click the **Internal Notes** tab.
5. Click the **+** button to add a new note.
6. Enter a title for your note, then add the content. You can use the slash (/) command to apply rich text formatting, add headings, and more.

## Editing or deleting a note for a contact or company

1. Navigate to the **CRM** page.
2. Click **Companies** if you want to edit or delete a note for a company, or click **Contacts** if you want to edit or delete a note for a contact.
3. Select the company or contact whose note you'd like to edit or delete.
4. In the **Contextbar** on the right, click the **Internal Notes** tab, then click on the note you want to edit or delete.
5. To edit a note, click into the note, make your changes to the title or content, and then click **Save**.
6. To delete a note, click into the note, click the ellipsis (…) at the bottom of the note, and click **Delete Note**.
