To ensure notes appear only where they are relevant, they are internally linked to the visited URL.
Some applications use variable components within their URLs. For example, a CRM system might use a URL structure that includes a unique identifier to display information for a specific contact person.
https://crm4.dynamics.com/main.aspx?appid=xxx&pagetype=entityrecord&etn=contact&id=ae7fbbb6-ffae-ea11-a812-000d3a8b3ec6
To make notes saved on one contact person visible across other contact profiles, a regular expression (regex) can be used by adding wildcard characters.
In the example above, this can be achieved by replacing the unique ID (in bold) with .*, allowing the note to match multiple URLs that follow the same pattern.
https://crm4.dynamics.com/main.aspx?appid=xxx&pagetype=entityrecord&etn=contact&id=.*
Adding Regex expressions is done via the Edit modus of a note
Via 'Show advanced setting', the URL Regex option appears.
Once this is done, the note will also appear on other accounts.
💡 Tips
✅ Ensure regex patterns are specific enough to avoid unintended matches.
✅ Always test your regex before saving.
❓ If unsure, consult your development team or use AI tools (e.g., ChatGPT)