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.
Go to the panel menu on the top right of the CONNECT Portal to create your Note Topics.
Select Settings.
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βFrom 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.
Create a new Note Topic, type the name of the tag you'd like into the top field and press the + icon.
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.
Reorder the Note Topics, this will reorder the structure of your labels.
Delete a Note Topic by selecting the Bin icon.
What's Next?