Add to records / Search — Record search modal for attaching a note to accounts

The record search step of a modal for attaching a note, shown here with Accounts selected and the attached records as chips. A note rarely belongs in one place, so this small modal links it to as many records as needed.

You pick the record type first, here Accounts, then search within it. Matching accounts drop down under the search, with New Account at the bottom for when the right one doesn’t exist yet. Records already attached sit below as chips, each marked with its type’s color.