Looking to streamline your workflow and keep all your client notes well-organised?
Adding Note Topics in XBert allows you to group similar notes for easy access and better management.
You can easily add new Note Topics, this is the main way to organise your Client Notes which then make the main menu on the Notes Page.
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Note Topics
A way of grouping similar Notes together with the same Topic.
On the Notes page, your Topics are listed down the left-hand side, this is the main page navigation.
To begin adding Note Topics, go to the gear icon at the bottom left of the CONNECT Portal above your profile picture. From there, select ‘Note Topics’. This will be like a filing structure for your Notes, this could match your Processes or be different.
To create a new Note Topic, type the desired name into the top field and click on the plus [+] icon.
To edit a Note Topic, simply click on the name of the topic, make your changes, and they will be updated automatically. Think of it like renaming a folder; the notes inside remain unchanged.
You can reorder your Note Topics by dragging them to your preferred order. Reordering helps keep your most-used topics easily accessible.
To delete a Note Topic, click on the bin icon next to the topic name.
What's Next?