Skip to main content
Notes in Klipy are rich-text pages you write, link to a contact, company, or deal, and organize in a hierarchy under other notes. You can archive a note to move it (and any nested notes) to the trash, then restore it or delete it permanently. One honest limit: Klipy note search matches a note title only, never the body.

​
Creating a note

1

Click New note

From the Notes home page, click New note. Klipy creates a note titled “Untitled” and opens it in the editor immediately so you can start typing.
2

Title and write freely

A note’s title is a plain text field; its body is a rich-text document, so you can format text, add headings, and structure the note like a normal document. Changes save automatically as you type.
3

Or record a voice note

Instead of typing, you can record or upload audio. Klipy creates a note titled “Listening…” while it transcribes the audio in the background, then fills in the transcript once processing finishes.
Klipy can also create notes for you automatically, most commonly from a meeting summary generated by the notetaker after a call ends, so you don’t have to start every note from a blank page yourself. A note’s title is always required, even if you never change it from “Untitled” — but the body is optional, so an empty note is a valid starting point you can fill in later.

​
Linking a note to a contact, company, or deal

1

Type @ inside the note body

While writing in a note, type @ to open the mention menu.
2

Pick a contact, company, or deal

Search for and select the contact, company, or deal you want to reference. Klipy inserts the mention into the note text.
3

Klipy links the note automatically

Selecting the mention links the note to that record behind the scenes — no separate “link” button or dialog is needed. A note can be linked to more than one record if you mention more than one.
Linking only covers contacts, companies, and deals today — you can’t link a note directly to a task or an interaction. There’s no separate “unlink” control in the note editor either, so the mention you type is the way the link gets created; think of it as a permanent reference once you’ve written it into the note, rather than a toggle you flip on and off.

​
Nesting and organizing notes

1

Hover a note in the sidebar

In the notes sidebar, hover over any note to reveal a small + button next to it.
2

Click + to add a page inside

Clicking it creates a new child note nested underneath the one you hovered, and expands the parent so you can see the new note in place.
3

Nesting can go multiple levels deep

A child note can itself have children, so you can build out a small hierarchy — for example, a top-level note per account with sub-notes underneath for individual calls.
By default a new note is private, visible only to you. From the note’s share control you can switch it to Shared, making it visible and editable by everyone in your workspace — but this switch only goes one way: once a note is shared, it can’t be made private again, and only the note’s original owner can change its sharing status at all.

​
Archiving, restoring, and deleting a note

1

Move a note to trash

Open the note’s menu and choose Move to trash. This archives the note and, since nesting is recursive, every note nested underneath it is archived at the same time.
2

Find it in the Trash Bin

Archived notes live in Notes → Trash Bin, separate from your regular notes list, so they stay out of your way without disappearing entirely.
3

Restore or delete permanently

From the Trash Bin, click Restore to bring a note (and its children) back to where it was, or click Delete Permanently to remove it for good. Permanent deletion cannot be undone and, for voice notes, also removes the attached audio file.
If you restore a note whose parent is still in the Trash Bin, Klipy detaches it from that parent rather than leaving it nested under an archived note — it reappears at the top level of your notes list instead.

​
Why note search only finds titles

Klipy’s note search matches a note’s title only, never the body — a word that only appears in the body won’t surface a note, even if you search for it exactly. This applies to every note, whether typed by hand, recorded as a voice note, or generated by Klipy from a meeting.
The practical workaround is to put terms you’ll want to find later directly in the note’s title, not just the body — a title can hold more than a short label, so there’s room to make it descriptive. See Why can’t I search a note’s content? for the full explanation and more ways to work around the limitation until body search ships.
There’s no fixed limit shown in the product — you can keep adding a page inside a page as many times as you need, though very deep nesting gets harder to navigate in the sidebar.
They’re archived along with it. Moving a note to trash recursively archives every note nested underneath it, and restoring the parent recursively restores them too.
No. Switching a note from private to shared is a one-way change — only the note’s owner can change its sharing status, and once it’s shared with the workspace it can’t be switched back to private.
No. Permanently deleting a note removes the note and its link to any records it was linked to, but the contact, company, or deal itself is untouched.
Not today. See Why can’t I search a note’s content? for the current scope of note search and how to make notes easier to find in the meantime.
Last modified on July 30, 2026