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Notes in Orbis are collaborative, rich-text documents linked to contacts and companies. Use them to capture meeting summaries, research, relationship context, or anything else you want to remember about a person or organization.

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Creating a note

You can create a note from two places:
  • The Notes section — click New note from the main Notes view
  • A contact or company profile — click Add note from the Notes tab on the profile
New notes open in a full editor where you can write, format, and link the note before saving.

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Rich text formatting

Orbis uses a full-featured rich text editor. You can format your notes with:

Text formatting

Bold, italic, underline, strikethrough, inline code, and text color

Structure

Headings (H1–H3), bullet lists, numbered lists, task lists with checkboxes, and blockquotes

Code

Fenced code blocks with syntax highlighting

Media

Inline images (paste or drag-and-drop to upload), and YouTube video embeds

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Task lists

Use task lists inside notes to track action items inline with your writing. Checkboxes can be checked directly in the note without switching to edit mode.

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Embedding YouTube videos

Paste a YouTube URL on its own line to embed the video inline in your note.

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Images

Paste an image from your clipboard or drag and drop an image file into the editor to upload it. Images are stored in Orbis and rendered inline.

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Linking notes to contacts

A note can be linked to one or more contacts and companies. When a note is linked to a contact, it appears in that contact’s Notes tab on their profile. To link a note, use the contact or company selector in the note editor. You can link a note to multiple contacts at once — useful for meeting notes that involve several people.

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Note visibility

Each note has a visibility setting:
VisibilityWho can see it
PrivateOnly you
OrganizationAll members of your organization
Change the visibility when creating or editing the note.

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Collaborative editing

When your workspace has multiple team members, notes set to Organization visibility support real-time collaborative editing. Multiple people can edit the same note simultaneously, and changes appear for everyone without needing to refresh.
Real-time collaboration requires the note to be set to Organization visibility. Private notes are only editable by you.

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Pinning notes

Pin important notes to keep them at the top of the notes list. Click the pin icon on any note to toggle it. Pinned notes appear before unpinned notes regardless of sort order.

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Searching and filtering notes

From the Notes view, you can:
  • Search across all note content
  • Filter by contact to see only notes linked to a specific person
  • Filter by company to see notes linked to a specific organization
  • Filter by tag to find notes by topic
  • Show only pinned notes

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Note tags

Add tags to notes to organize them by topic, project, or any category that matters to you. Tags appear in the notes list and can be used to filter across all notes.