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

  • Review call notes while updating a deal

  • Keep a checklist open during task execution

  • 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.