How to View the Latest Notes on the Listing Page in Kylas CRM

The “Latest Note” column in Kylas CRM lets you view the most recent internal note added to a record—right from the listing page. It helps teams stay updated on meetings, follow-ups, or key action points without opening each record, improving speed and coordination.

Prerequisites

• You are logged into your Kylas CRM account.
  

• You have access to the relevant module (Leads, Deals, Contacts,Company).
  

• Emails have been synced or logged against the records you want to view. 
  

Table of Contents

1. Purpose of Viewing Notes in Listing
   
2. System Behavior and Current Limitations
   
3. Step-by-Step: Enabling the Latest Note Column
   
4. Additional Tips
   
5. Practical Use Cases
   
6. Best Practices
   
7. Final Outcome
   

Purpose of Viewing Notes in Listing 

• Surface critical insights at a glance—like “Renewal due next month” or “Discussed Add-on B during last call.”
  

• Eliminate the need to open each record.
  

• Save time during follow-ups or internal reviews.
  

• Improve team alignment across sales, support, and delivery. 
  

Behavior and Limitations of Latest Notes 

Feature	Description
Latest Note Column	Displays the most recent internal note logged under a record.
Preview	Only a snippet is shown—long notes may be truncated.
Hover to Read More	Hover over the cell to read the full content.
Sorting	Column allows sorting by note creation timestamp.
Auto Updates	When a new note is added, the column automatically reflects the latest.

Step-by-Step: Enabling the Latest Note Column 

Step 1: Navigate to the Module Listing 

Go to the module you're working in (e.g., Leads, Deals, Contacts, Company). 

Step 2: Open Column Customization 

Click the Selector icon at the top right of the listing table.

Step 3: Enable “Latest Note” 

Search for the field called “Latest Note.” 

Tick the checkbox next to it. 

 

Then You will see the "Latest Notes" column on the listing page.

Click on "View notes" aligned to the record you want view the latest note.

Step 4: apply the Layout 

Click Apply. The "Latest Note" column will now appear in your listing view.

Additional Notes

• Hover over any truncated note to see the complete entry.
  

• Combine this column with “Owner,” “Status,” or “Next Activity” for enhanced insights.
  

• Consider creating Saved Views for teams that need to regularly monitor notes. 
  

Practical Use Cases 

Role	Scenario	Benefit
Sales Executive	See “Client open to renewal by Sept” or “Waiting for final proposal.”	Provides context before calling or emailing.
Support Agent	“Customer reported recurring issue with Module X.”	Speeds up support and avoids duplicate communication.
Account Manager	“Client is interested in quarterly reviews starting next month.”	Prepares you with relevant context for engagement.
Collections Agent	“Client confirmed payment post 25th.”	Helps prioritize outreach based on recent commitments.
Implementation Lead	“Setup completed, client training due next week.”	Coordinates better across support and success teams.

Best Practices 

Best Practice	Why It Matters
Encourage team to log notes diligently	The quality of this feature depends on note discipline.
Keep notes precise and structured	Makes preview useful and scannable in the listing view.
Regularly review note trends	Helps managers identify blockers or coaching needs.
Avoid sensitive data in notes	Notes are visible to all users with access to the listing.

 

Outcome 

Enabling the Latest Note column allows teams to view the most recent client update—whether it's a follow-up, meeting takeaway, or renewal request—directly from the listing page. This improves visibility, coordination, and response time across your CRM workflows. 

• Related Articles

• How to Freeze Any Column on the Listing Page in Kylas CRM?

  Freezing columns in Kylas CRM enables users to keep important information visible whenever needed while navigating through wide tables. This feature is particularly useful for sales, operations, or support teams who need to retain visibility of key ...

• How to Add or Subtract Columns on Your Listing Page in Kylas CRM?

  In Kylas CRM, the listing page (also called the list or table view) is where you see a grid of records—such as leads, deals, contacts, or companies. To make your day-to-day CRM experience more efficient, Kylas lets you customize the columns shown on ...

• How to Create Different Page Layouts for Leads in Kylas CRM

  Page layouts allow businesses to customize the fields and structure of the Lead creation and detail views to suit various teams or processes. For example, you can create a dedicated layout for inbound leads and another for channel partner referrals. ...

• How to Share an Entity in Kylas CRM

  Kylas CRM allows users to share specific records (entities) like Leads, Deals, Contacts, and Companies, Contacts, Tasks, Meetings with other users or teams. This facilitates collaboration while maintaining control and Quotations can be sent through ...

• How to Use Global Search in Kylas CRM

  Global Search in Kylas CRM allows users to search across multiple modules—like Leads, Contacts, Companies, and Deals—using a single keyword. It supports searches via phone numbers, emails, names, or Details (using quotes for precision) and displays ...