Use notes to record important information about your customers and leads.
Notes help your team keep context in one place so anyone can quickly see what has been discussed or agreed.
What are notes?
Notes let you capture internal information that is not visible to customers. You can add notes on:
Contacts for customer‑level details.
Subscriptions for unit‑ or booking‑specific details.
Notes are shown from newest to oldest, so the most recent updates are always at the top.
💡 Notes appear in timelines across Stora, so you can review them on contacts, subscriptions and in the account‑wide Activity view.
How to add a note to a contact
Follow these steps to add a note directly on a contact:
Go to your Stora Backoffice.
Click Contacts in the sidebar.
Search for and select the contact you want to update.
In the contact view, find the Timeline section.
Enter your note text.
Click Save (or the relevant save button) to add the note.
Your new note will appear at the top of the notes list for that contact.
💡 Notes on a contact stay with that person, even if they change units or have multiple subscriptions.
How to add a note to a subscription
You can also add notes at the subscription level to track unit‑specific or booking‑specific details.
Go to your Stora Backoffice.
Click Subscriptions in the sidebar.
Find and select the subscription you want to update.
In the subscription view, locate the Timeline section.
Type your note.
Save the note to add it to the subscription timeline.
Subscription notes are shown alongside other activities, such as bookings, payments and emails.
How to pin a note
Pin important notes to keep them at the top of the contact or subscription view for quick reference.
To pin a note from a timeline:
Find the note you want to pin in the timeline.
Click the three dots in the bottom right corner of the note.
Select Pin note.
The note will move to the top of the timeline and show a pin icon.
💡 Use pinned notes for key details you and your team need often, such as access instructions or agreed move‑in times.
How to unpin a note
You can unpin a note at any time if it is no longer important.
Find the pinned note at the top of the timeline.
Click Unpin on the right side of the pinned note.
The note will stay in the timeline in its original position, without the pin.