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How To: Add Note Topics
How To: Add Note Topics

For adding a Topic to group your Client Notes together

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

You can easily add new Notes Topics, this is the main way to organise your Client Notes which then make the main menu on the Notes Page.

Note Topics

A way of grouping similar Notes together with the same Topic.
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On the Notes page, your Topics are listed down the left-hand side, this is the main page navigation.

  1. Go to the panel menu on the top right of the CONNECT Portal to create your Note Topics.

  2. Select Settings.
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  3. From the menu on the left, select Note Topics. This will be like a filing structure for your Notes, this could match your Processes or be different.

  4. Create a new Note Topic, type the name of the tag you'd like into the top field and press the + icon.

  5. Edit a Note Topic by clicking on the name of the Note Topic, make your changes and it will be changed automatically. Changing a Note Topic is basically like changing the folder name, it won't change which Notes are filed there.

  6. Reorder the Note Topics, this will reorder the structure of your labels.

  7. Delete a Note Topic by selecting the Bin icon.


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