# How to customize a note?

**URL:** <https://forum.mautic.org/t/how-to-customize-a-note/2119>\
**Category:** General Discussion\
**Created:** [July 31, 2015, 9:58am UTC](https://forum.mautic.org/t/how-to-customize-a-note/2119 "2015-07-31T09:58:19Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![FrancoisLamotte](https://sea2.discourse-cdn.com/flex020/user_avatar/forum.mautic.org/francoislamotte/32/1242_2.png) [@FrancoisLamotte](https://forum.mautic.org/u/FrancoisLamotte)\
**Post date:** [July 31, 2015, 9:58am UTC](https://forum.mautic.org/t/how-to-customize-a-note/2119/1 "2015-07-31T09:58:19Z")

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Hello  
  
  
  
I’m interested to find a way to customize the “note” that could be added to a lead.  
  
  
  
We are currently using CapsuleCRM to manage the qualification process of our business leads. And when a sales is done, we migrate the information towards several systems like Freshbooks and OpenProject. I think it could help a lot of companies to manage a kind of “list of opportunities” linked to the leads in a simple way.  
  
  
  
Is it possible to extend the “note” object like the way we could do for the “lead profile” (adding different fields) ?  
  
  
  
Here are the options available in CapsuleCRM  
  
  
  
 ![image.png](https://www.evernote.com/l/AAd-caSyPCpIMoXTbIjsAqYcs3hAZ4G09rkB/image.png)  
  
  
  
Or if there is a better way to manage this request (with an add-on, …), I’m open to your suggestions.  
  
  
  
Thank you.

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**Author:** ![FrancoisLamotte](https://sea2.discourse-cdn.com/flex020/user_avatar/forum.mautic.org/francoislamotte/32/1242_2.png) [@FrancoisLamotte](https://forum.mautic.org/u/FrancoisLamotte)\
**Post date:** [July 31, 2015, 9:58am UTC](https://forum.mautic.org/t/how-to-customize-a-note/2119/2 "2015-07-31T09:58:19Z")

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Hello

I’m interested to find a way to customize the “note” that could be added to a lead.

We are currently using CapsuleCRM to manage the qualification process of our business leads. And when a sales is done, we migrate the information towards several systems like Freshbooks and OpenProject. I think it could help a lot of companies to manage a kind of “list of opportunities” linked to the leads in a simple way.

Is it possible to extend the “note” object like the way we could do for the “lead profile” (adding different fields) ?

Here are the options available in CapsuleCRM

![](https://www.evernote.com/l/AAd-caSyPCpIMoXTbIjsAqYcs3hAZ4G09rkB/image.png)

Or if there is a better way to manage this request (with an add-on, …), I’m open to your suggestions.

Thank you.

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**Author:** ![dbhurley](https://sea2.discourse-cdn.com/flex020/user_avatar/forum.mautic.org/dbhurley/32/2_2.png) [@dbhurley](https://forum.mautic.org/u/dbhurley)\
**Post date:** [July 31, 2015, 10:12am UTC](https://forum.mautic.org/t/how-to-customize-a-note/2119/3 "2015-07-31T10:12:20Z")

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You could certainly extend the capabilities of a note. It would require modifications to the layouts for wherever new note creation is used, as well as additional database fields to collect the other information. Probably this would be best done by an add-on bundle. You can check out [https://developer.mautic.org](https://developer.mautic.org) to get some ideas on how to get started. 🙂

Hope it helps!  
David

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**Author:** ![FrancoisLamotte](https://sea2.discourse-cdn.com/flex020/user_avatar/forum.mautic.org/francoislamotte/32/1242_2.png) [@FrancoisLamotte](https://forum.mautic.org/u/FrancoisLamotte)\
**Post date:** [August 22, 2015, 7:12pm UTC](https://forum.mautic.org/t/how-to-customize-a-note/2119/4 "2015-08-22T19:12:54Z")

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Thank you David.

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**Author:** ![silavapi](https://sea2.discourse-cdn.com/flex020/user_avatar/forum.mautic.org/silavapi/32/7424_2.png) [@silavapi](https://forum.mautic.org/u/silavapi)\
**Post date:** [February 2, 2020, 10:58pm UTC](https://forum.mautic.org/t/how-to-customize-a-note/2119/5 "2020-02-02T22:58:42Z")

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