You can add a help text to the Notes default field. This can help you be compliant with GDPR and remind your users to be mindful of what type of data they leave in the notes field.
To add the help text:
- Go to Settings → CRM → Fields and open the fields for the object you want, for example companies or contacts.
- Under Default fields, click the Notes row.
- Enter your text in Help text and click Save.
Each object has its own Notes field, so add the help text for every object where you want it shown.
The information you leave here will be displayed when your users interact with your notes field:
The help text can be up to 100 characters and 3 lines long. The ring next to Help text fills as you type and turns red when you reach 100 characters.