The Add to Notes workflow action now supports contact note titles and note colors.

How it works

When a workflow creates a contact note, you can optionally set a title and choose a color. Existing workflows are not affected because these fields are optional.

How to use it

• Open a workflow and add or edit the Add to Notes action.
• Set a note title and a note color if needed.
• Save and publish the workflow.

Additional notes

• This update does not change any existing notes.
• Attachments are not included in this update.