EPISODE · Mar 29, 2026 · 1 MIN
Add Notes To Custom Objects With Improved Search
from KeyConnectAI: The Revenue Playbook
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce the new ability to add and associate notes directly to Custom Objects in KeyConnect AI CRM. You can create notes in place or link existing notes from Contacts or Opportunities using the familiar editor, keeping context attached where it belongs. Enhanced search and filtering by entity, author, or keyword make finding those details fast and accurate. For businesses, marketers, and agencies this means clearer client and campaign records, fewer missed requirements, and smoother collaboration across teams—without any new learning curve. The update centralizes critical information to improve decision-making and workflow efficiency. Learn more about KeyConnect AI CRM at https://keyconnectai.com/
What this episode covers
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce the new ability to add and associate notes directly to Custom Objects in KeyConnect AI CRM. You can create notes in place or link existing notes from Contacts or Opportunities using the familiar editor, keeping context attached where it belongs. Enhanced search and filtering by entity, author, or keyword make finding those details fast and accurate. For businesses, marketers, and agencies this means clearer client and camp...
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Add Notes To Custom Objects With Improved Search
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