# Notes
The Notes module in KiyoCRM can be used to keep a record of any comments, observations or explanations that a User may have relating internally to their organization or relating to another KiyoCRM record such as a Company, Contact, Lead or many more. Notes are also used to keep record of interactions with Customers regarding Cases and Bugs.
## List View Actions
You can access the Notes actions from the Notes module menu drop down or via the Sidebar. The Notes actions are as follows:
- **Create Note or Attachment** – A new form is opened in Edit View to allow you to create a new Note record (with attachment).
- **View Notes** – Redirects you to the List View for the Notes module. This allows you to search and list Note records.
- **Import Notes** – Redirects you will be taken to the Import Wizard for the Notes module. Refer Leads module [Import](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-list-view-actions).
- **Column Chooser** -- Allows users to show or hide specific columns in a data table for customized viewing. Refer Leads [Column Chooser](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-column-chooser%3A--).
- **Filters** -- For [Quick and Advanced filter](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-quick-filter%3A--) search, refer leads module.
- To sort records on the Meetings List View, click any column title which is sortable. This will sort the column either ascending or descending.
- To search for a Notes, Use Search engine on top
- Clicking on the pencil icon Notes list view page to the display of record edit view.
- Clicking on the ‘i’ icon Notes to the display of Additional Details popup.
- Clicking on the X icon Notes to the closure of the Notes in the list view page.
[](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/YDoimage.png)
## Bulk Actions
In list view, select group of records by checking the checkbox, the actions are as follows:
- **Mass Update**: Allows users to update multiple Note records at once with common changes related to, assigned to, contact fields.
- **Export**: Enables users to download notes data in various formats for reporting or backup purposes.
- **Map**: Displays notes locations on a map for better visualization and route planning.
- **Delete**: Lets users remove selected notes records in bulk from the system.
[](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/Snwimage.png)
## Detail View Actions
Click on the Subject to view detail view:
- **Edit** – Open the note record in edit mode to update its details.
- **Duplicate** – Create a new note record by copying the details of the current one.
- **Delete** – Permanently remove the current note record from the system.
[](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/KUUimage.png)
## Submodules
**Security Groups**
Control access to notes records by assigning them to specific user groups, ensuring only authorized users can view or modify the information.
Can select from existing records.
[](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/BoLimage.png)
****Note: --Edit view, Detail view** and **list view** form fields and layouts can be customized as per requirement using Administration Settings. Submodules also Customized as per usage.**