XBert

You can easily search for Client Notes by Client. ​

The Client Column is the second column in the Notes board. ​Select a client to see all Notes that are aligned to them.

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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 and sorting through all the notes against one of your clients

How To: View Notes by Client

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How To: View Notes by Client

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