Notes

Notes are one of the core building blocks of Clay. We're huge advocates of writing a quick recap after interactions to foster serendipity and thoughtfulness, resulting in more meaningful connections.

Clay Notes support Markdown formatting, and you can reference other contacts bidirectionally with @ as well as tagging contacts with specific labels using # that can be filtered for in Search.

Notes View

If you want to see a collection of your notes, you may toggle your Notes view in your Settings. Please note that this view is only available on Mac, Windows, and web.

1. Click on App Menu in the upper right corner, then select Settings
2. Under General, scroll down and look for "Notes"
3. Turn the switch on to enable your Notes view

Creating a Note

On Mac and Web

1. Open a card and click the Notes field while on the Timeline tab, click Add Note at the top, or hit N

Alternatively,

1. Hit N while hovering over someone in Home, Search, or a Group

Or,

1. Click Add Person at the bottom left or press P
2. Search for and select someone
3. Type the note into the available field

On iOS

1. Tap Add in the Tab bar
2. Find the Contact you'd like to add a Note for
3. Add the Note and save

Alternatively,

1. Open a card and tap Note in the Action menu

Alternatively,

1. Swipe left on a card in Review or Search and tap Add Note

🌟 Pro Tip: There are two other ways to create notes within iOS—tap Dictate to use Clay's smart voice-to-text software which adds punctuation and recognizes names or tap Scan to gather all the text from a business card, handwritten note, etc.

🌟 Pro Tip: You can add a note from your iOS lock screen by holding down a pre-meeting notification until a pop-up appears.

Editing or Removing a Note

On Mac and Web

1. Open a card and highlight a note
2. Click on it to edit or click X to delete the note 

On iOS

1. Open a card and select a note
2. Tap Edit or Delete

Customizing your Notes

Many of you are voracious notetakers and wanted more control over the note experience. You can choose from a delightful set of icons and colors to craft the perfect label for your notes.

Use note labels to remember someone's favorite foods, where you met them, or what gifts you've given them. You can also use note labels as a custom moment when you interact with someone outside of Clay.

For now note labels are for organization, but we have a set of enhancements coming to make them even more powerful.

Searching your Notes

On Mac and Web

1. Select Search at the top right, or type / or ⌘K)
2. Search for note:(keyword) without the parentheses to pull up notes with specific keywords

On iOS

1. Tap Search in the Tab bar

Keyboard Shortcuts

N to create a new note from anywhere within the app

In a card

N to create a new note

G then N to access your Notes view