Client Notes

Tracking relevant client info with notes

Updated over a week ago

Client Notes are a way to take notes about a client.

You can use them for taking notes when you have meetings with your clients, or for documenting closing/handoff information.

These notes are fully text searchable, and they are not seen by your clients.

Note history is only available for edits taking place on or after April 20, 2023.

Did this answer your question?