> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/file-notes-and-alerts.md).

# File Notes & Alerts

File notes are a critical component of any CRM. These also include alerts, and the ability to both pin a file note, as well as configure it so that it pops out and alerts users when they visit the household page.

{% hint style="warning" %}
**Important:** You can only edit file notes that you have created and own. This restriction is in place to prevent unauthorised changes and protect the integrity of records.
{% endhint %}

### Household View

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FFTEBHJ8ATHuJl16MFzAK%2FScreenshot%202026-10-01%20at%203.00.14%E2%80%AFpm.png?alt=media&amp;token=5a7a27fa-ae17-4069-b229-9769eb91be43" alt=""><figcaption></figcaption></figure>

### Creating a File Note

There are two ways to create a file note from a household or job's **File Notes** tab, via the **New File Note** button:

| Method         | Best for                                                                                                                                    |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
| **Quick Note** | A fast, template-driven note you fill in yourself                                                                                           |
| **AI Assist**  | Working from a meeting transcript (or a live chat), letting AI draft the note for you, and reviewing AI-suggested record updates afterwards |

{% content-ref url="/pages/1HEdb3gOGh6YAGN6Xel2" %}
[Quick Note](/households/file-notes-and-alerts/quick-note.md)
{% endcontent-ref %}

{% content-ref url="/pages/jRLnxq9hZ7rhfA5nR5GQ" %}
[AI Assist](/households/file-notes-and-alerts/ai-assist.md)
{% endcontent-ref %}

### Pinned Notes & Alerts

Any file note can be pinned to keep it at the top of the list, or set to pop out and alert the team the moment they open the household record — both until an expiry date you choose.

{% content-ref url="/pages/VrdrjOYbTifvTZesTTn7" %}
[Pinned Notes & Alerts](/households/file-notes-and-alerts/pinned-notes-and-alerts.md)
{% endcontent-ref %}