Quick Notes Panel

Keep your notes close, even while working on other things.

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

  1. Open the note you want to keep handy

  2. Click the … (More options) on the right side of the note

  3. Select Open in sidebar

  4. Your note will stay visible in the sidebar while you continue working elsewhere


Why it’s useful

Related guide pages

Alano User Guidelinehttps://wiki.alano.ai/guide/ Customizationhttps://wiki.alano.ai/guide/customization-8ddSaxvPIY/ Welcome to Alanohttps://wiki.alano.ai/guide/welcome-to-alano-1dTWipd7yW/ Featureshttps://wiki.alano.ai/guide/features-TcyTIG1kHe/ Contacts/Customershttps://wiki.alano.ai/guide/contactscustomers-LZZkPk05en/ Alataskshttps://wiki.alano.ai/guide/alatasks-rfB2f4M6Ho/ Dealshttps://wiki.alano.ai/guide/deals-glGb1Ojq9n/ Custom Objectshttps://wiki.alano.ai/guide/custom-objects-vKkregeoYs/ Alanoteshttps://wiki.alano.ai/guide/alanotes-qFBrxuMSQa/ AI Editorhttps://wiki.alano.ai/guide/ai-editor-E6593bPQaN/ Real-time Collaborationhttps://wiki.alano.ai/guide/real-time-collaboration-89eqn4qz2r/ Embed Windowhttps://wiki.alano.ai/guide/embed-window-6iwslm2Ni3/ Comment In Noteshttps://wiki.alano.ai/guide/comment-in-notes-DuLVmEa8El/ Insert Images & Fileshttps://wiki.alano.ai/guide/insert-images-files-TJcMGf7eXz/ Headings & Collapsehttps://wiki.alano.ai/guide/headings-collapse-qGQz3RlCkP/ Text Color & Highlightinghttps://wiki.alano.ai/guide/text-color-highlighting-SDBYY4Nvnf/ Print as PDFhttps://wiki.alano.ai/guide/print-as-pdf-ep6ruZLEqK/ CRM Smart Linkinghttps://wiki.alano.ai/guide/crm-smart-linking-bYM5h9McU1/ Mentionshttps://wiki.alano.ai/guide/mentions-8Ih45rwLgW/ Sharing Notes to Deals, Customers, Contacts & Taskshttps://wiki.alano.ai/guide/sharing-notes-to-deals-customers-contacts-tasks-1Wu0G1AVEK/ Shared Noteshttps://wiki.alano.ai/guide/shared-notes-tDapT1iAYS/ Create Notehttps://wiki.alano.ai/guide/create-note-nktW9jpiQd/ Resourceshttps://wiki.alano.ai/guide/resources-C4DgheeRju/ Intelligencehttps://wiki.alano.ai/guide/intelligence-C27rBzbm0P/ Settingshttps://wiki.alano.ai/guide/settings-WGYKnuS6lc/ Alano AI Chatbothttps://wiki.alano.ai/guide/alano-ai-chatbot-V1d6NJepW1/

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/quick-notes-panel-MJT9QTOvKW

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