Boost your productivity by linking client notes directly to your tasks. Note Link Tags make it easier than ever to keep your information organized and accessible.
You can easily link your Client Notes to your Clients' Tasks via Templates with Note Link Tags.
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Note Link Tags
Link your Note to your Templates. Notes can be linked with your Templates or to a Subtask within your Template.
First, go to the gear icon located on the bottom left of your CONNECT Portal above your profile picture. From there, click on 'Note Link Tags' to open the tag management screen.
To create a new Note Link Tag, type the name of the tag into the top field and press the + icon.
Edit a Note Link Tag by clicking on the text box, make your changes and your changes will be saved automatically.
Reorder the Note Linking Tag, this will reorder the structure of your labels.
Delete a Note Linking Tag by selecting the Bin icon.
What's Next?