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You can easily view Client Notes individually.

To view all your Client Notes, Note Topics is the first column on the Notes board. You can use this to sort and filter your notes.

1. To view all your Client Notes, Note Topics is the first column on the Notes board. You can use this to sort and filter your notes.

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<a href="https://support.xbert.io/en/articles/5521407-how-to-create-a-template">How To: Create a Template</a>

<a href="https://support.xbert.io/en/articles/5521434-how-to-add-a-schedule">How To: Add a Schedule</a>

<a href="https://support.xbert.io/en/articles/8064499-how-to-add-workflow-only-clients">How To: Add a non-connected software client</a> ​

- <a href="https://support.xbert.io/en/articles/5521407-how-to-create-a-template">How To: Create a Template</a>
- <a href="https://support.xbert.io/en/articles/5521434-how-to-add-a-schedule">How To: Add a Schedule</a>
- <a href="https://support.xbert.io/en/articles/8064499-how-to-add-workflow-only-clients">How To: Add a non-connected software client</a> ​

For searching your notes within a similar topic

How To: View a Note by Topic

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Track the progress of all tickets related to your company.

Tickets portal.

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