Customizing Notes Module Preferences

Customizing Notes Module Preferences

In this article, we'll see how you can customize the Notes module for an intuitive note-taking experience.

Customizing Notes List   

There are two ways in which you can view the notes you've created in the Notes module.

  • List View: Displays the notes in a list and opens the note in selection side by side.

  • Grid View: Displays the notes in a grid and opens the note in the grid itself.

To choose between List or Grid Views:

  1. Click the More Options  icon in the top-right corner of the notes listing.

  1. Select the preferred view from the menu list.

List View

Grid View

 

Expanding or Shrinking Notes   

You can expand or shrink the Notes Editor according to your convenience while taking notes.

  1. Click the Expand  icon in the top-left corner of the Notes Editor to expand the note to the app's full-screen.  

  1. Click the Shrink  icon in the top-left corner of the Notes Editor to shrink the note back to the original List or Grid View.


Popping Out Notes in New Window   

To pop out a note in a new window from the List View:

  1. Right-click the note you want to pop out from the notes listing.

  1. Select Pop Out from the menu list.

To pop out a note in a new window from the Grid View:

  1. Click open or hover over the note you want to pop out.

  1. Click the More Options  icon in the top-right corner of the Notes Editor.

  1. Select Pop Out from the menu list.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Customizing Notes Module Preferences

                                                                                                                              In this article, we'll see how you can customize the Notes module for an intuitive note-taking experience. Customizing Notes List There are two ways in which you can view the notes you've created in the Notes module. List View: Displays the note ...
                                                                                                                            • Customizing Calendar Module Preferences in Trident (macOS)

                                                                                                                              In this article, we'll see how you can customize the Calendar module according to your preferences. Customizing Calendar Grid View In Trident, you can view your planned schedules in daily, weekly, monthly, or work-week views. To set any of these as ...
                                                                                                                            • Customizing Mail Module Preferences in Trident (Windows)

                                                                                                                              In this article, we'll see how you can customize the Mail module in Trident to suit your preferences. Note: This article explores customizing the Mail module preferences in the Trident desktop app. Click here for the Zoho Mail web app's help ...
                                                                                                                            • Customizing Cliq Module Preferences in Trident (Windows)

                                                                                                                              In this article, we'll see how you can customize the Cliq module in Trident to suit your preferences. Note: This article explores customizing Cliq module preferences in the Trident desktop app. Click here for the Zoho Cliq web app's help ...
                                                                                                                            • Customizing Cliq Module Preferences in Trident (macOS)

                                                                                                                              In this article, we'll see how you can customize the Cliq module in Trident to suit your preferences. Note: This article explores Cliq module preferences in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation. Using ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources