From MintHCM Wiki

Name: Notes
Tech Name: Notes
Class Name: Note
Type: Standard
Template: Security_groups, Assignable
Custom Module: No
Auditable: No
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

The Notes module is a simple feature that allows users to quickly add comments, explanations, or simple summaries under a record, providing users with up-to-date information about the record

  1. create view notes.png
  2. detali view notes.png
  3. list view notes.png
  4. quick create notes in subpanel.png

Business Description


Accessing the Notes Module: The Notes module can be accessed from the navigation bar at the top of the page or through a quick creation button located near the main search bar. Within the module, users can create new notes, view a list of all notes, or import them into another tool.

Creating a Note: To create a note, users have access to the following fields:

  • Related To: This field helps associate the note with another module. By default, options such as tasks, email, projects, project tasks, meetings, phone calls, recruitment, candidates, and ideas are available. After selecting the module to link the note with, users can add a relationship to a specific record, such as a candidate. This will automatically assign the note to the respective candidate.
  • Subject: This field is used to enter the subject or title of the note.
  • Attachment: Notes can include attachments, enhancing the capabilities of the module.
  • Note: This descriptive field contains the actual content of the note.
  • Assigned To: This field allows users to select the person to whom the note should be assigned. By default, the field populates with the currently logged-in user.

Note Creation from Subpanels: Notes can be created not only within the Notes module itself but also from subpanels in related modules. For example, under a phone call or a meeting module, users can access subpanels, including the Notes subpanel. Clicking on "Create Note" or "Attach" will open a quick create view where the note is automatically linked to the specific module and record. After saving, the note will be visible in both the subpanel under the record and the Notes module


Can I add multiple notes under one record?
Yes, you can add multiple notes for each record.
Can I add multiple attachments to a note?
No, only one attachment can be added to each note.
Can one note be associated with multiple records?
No, one note can only be associated with a single record.

Custom Actions


Related Processes

Related Process Steps

Related Features

Affected by


Related Integrations



Name Type Required Validations Visible Editable
Assigned to relate No Yes Yes
Attachment file No Yes Yes
Contact relate No Yes Yes
Created By relate No Yes No
Date Created datetime No Yes No
Date Modified datetime No Yes No
Display in Portal? bool Yes Yes Yes
Email Address varchar No Yes Yes
Embed in email? bool No Yes Yes
File URL function No Yes Yes
Mime Type varchar No Yes Yes
Modified By relate No Yes No
Note text No Yes Yes
Parent Type parent type No Yes Yes
Phone phone No Yes Yes
Related To parent No Yes Yes
Subject name Yes Yes Yes


LaftTypeRightShort DescriptionRelationship
Callsone-to-manyNotesFlex relate used in CallRelationship: Calls - Notes
Candidatesone-to-manyNotesFlex relate used in CandidateRelationship: Candidates - Notes
Candidaturesone-to-manyNotesFlex relate used in CandidatureRelationship: Candidatures - Notes
Emailsone-to-manyNotesOne Email record can have many related Note records, but a specific Note record can be related to only one Email record.Relationship: Emails - Notes
Ideasone-to-manyNotesFlex relate used in IdeaRelationship: Ideas - Notes
Meetingsone-to-manyNotesFlex relate used in MeetingRelationship: Meetings - Notes
Projectone-to-manyNotesFlex relate used in ProjectRelationship: Project - Notes
Project Tasksone-to-manyNotesFlex relate used in Project TaskRelationship: ProjectTask - Notes
Recruitmentsone-to-manyNotesFlex relate used in RecruitmentRelationship: Recruitments - Notes
Tasksone-to-manyNotesOne Task record can have many related Note records, but a specific Note record can be related to only one Task record.Relationship: Tasks - Notes
Usersone-to-manyNotesSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Notes
Usersone-to-manyNotesSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Notes
Usersone-to-manyNotesSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Notes

Mentioned in other articles

Technical Description

Dev Notes