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How To: Favourite a Note

For making client notes favourites and easy to find and filter

Soraya Brown avatar
Written by Soraya Brown
Updated this week

You can easily select the Client Notes that you want to be your Favourite.

You can then filter all your Favourite 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.

  2. The Client Column is the second column on the Notes board.

    Select a client to see all the Notes that are aligned to them.

  3. The body of the Notes page is the list of Notes with their details, clicking on a Note will open a Details Tile.

    Click on the icon on the "Add to Favourites" button to favourite the note.


    ​You can also click on the favourite icon from the Notes board.

  4. You can then filter all of your Favourite articles using the Favourites filter on your header.

To unfavourite a note, you can do the same steps above, but unclick the button or icon.

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