Notes & follow-ups
Inkome never forgets — and notes are how you stop forgetting too. A note is a dated line of context attached to a deal, a cost, or an employee: what a client said on a call, why a cost changed, a promise someone made. Add a follow-up date and that note becomes a reminder you can act on. This page covers how notes work everywhere they appear, plus the dedicated Notes page that gathers them all in one place.
What a note is
A note is one timestamped entry written against a record. Notes are an append-only journal: every note you add stacks onto the record’s history, newest entries joining the trail rather than overwriting what was there. Each note shows its date and the author who wrote it, so a team can read back the full story of a deal months later.
Because they’re a journal, note text can’t be edited after you save it. That’s deliberate — the history stays honest. If something needs correcting, add a new note. What you can still change on an existing note:
- Set, change, or clear its follow-up date.
- Mark its follow-up Complete (and Reopen it later).
- Delete the whole note.
Deleting asks you to confirm first, then removes the note permanently and shows a brief confirmation.
Where notes live
Notes appear as a Notes tab inside the edit form for three kinds of records:
| Record | Where | First note on creation? |
|---|---|---|
| Deals | Notes tab in the deal form | Yes — add an optional First Note (with a follow-up date) while creating the deal |
| Costs | Notes tab in the cost form | No — save the cost first, then add notes |
| Employees | Notes tab in the employee form | No — save the employee first, then add notes |
Only the deal form lets you write the first note up front. For costs and employees, the Notes tab shows a short “save first” hint until the record exists — notes need something to attach to.
Heads up. Notes aren’t on collections yet, and there’s no per-row note on individual collection-plan entries. For now, log payment context on the related deal instead.
Adding a note
Open a record, switch to its Notes tab, type into the box at the bottom, and click Add note. To turn it into a reminder, pick a Follow-up date before adding. The note appears immediately at the top of the timeline with today’s date and your name.
Follow-ups: turning a note into an action
A follow-up date is an optional forward reminder on a note — “check in on this on the 14th”. Notes with an open follow-up are what surface as things you still need to do.
- Set or change a date — use the follow-up date picker on the note row; it saves as soon as you pick.
- Clear a date — empty the picker to drop the reminder (the note itself stays).
- Complete — once you’ve done it, click Complete. The note shows as Followed up with the date.
- Reopen — clicked Complete too soon? Reopen puts it back on your open list. (Changing the date on a completed follow-up also reopens it.)
Spotting notes in your lists
You don’t have to open every record to see which ones carry context. In the Deals, Costs, and Employees lists, rows with notes show a small badge:
| Badge | Meaning |
|---|---|
| Note | The record has at least one note, no open follow-up. |
| Follow-up | An open follow-up is scheduled. |
| Follow-up due | An open follow-up is overdue (shown in red). |
The Notes page
There’s also a dedicated Notes page that pulls together every note in your current space, across deals, costs, and employees — so you can work your follow-ups without hunting through individual records. Open it from the navigation under More → Notes.
It has two views:
- Timeline — every note in the space, newest first. The running history of what’s been happening across your business.
- Follow-ups — only open (not-yet-completed) follow-ups, earliest first, with overdue ones flagged. This is your agenda.
Each note here shows which record it belongs to (for example, Deal · Acme redesign), and you can Complete / Reopen a follow-up or Delete a note right from the list.
Let the assistant work your notes
The AI assistant can read and write notes too. Ask it “what do I need to follow up on this week?” to get an agenda built from your open follow-ups, “what’s the latest on the Acme deal?” to have it read a record’s note history, or “add a note to this deal that they pushed the start date to June” — optionally with a follow-up date. See Meet the agents.
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