Quick Notes Panel
Keep your notes close, even while working on other things.
On this page
The Notes in Sidebar feature lets you pin a note to the side of your screen so you can keep referencing it while navigating through Customers, Deals, Tasks, or any other feature in Alano.
How to use it
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Open the note you want to keep handy
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Click the
…(More options) on the right side of the note -
Select Open in sidebar
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Your note will stay visible in the sidebar while you continue working elsewhere
Why it’s useful
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Review call notes while updating a deal
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Keep a checklist open during task execution
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Reference strategy or meeting notes without switching tabs
You can close the sidebar anytime and reopen another note when needed — perfect for multitasking without losing context.