XBert

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.

___________________________________________________________

<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

XBert.io

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

How To: View a Note by Topic

What's Next?