You can easily select the Client Notes that you want to be your Favourite.
You can then Filter on all your Favourite Notes.
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.
The Client Column is the second column in the Notes board of the CONNECT Portal.
Select a client to see all Notes that are aligned to them.
The body of the Notes page is the list of Notes with their details, clicking on a Note will open a Details Tile of the note. Click on the icon on the top right to favourite the icon.
You can also click on the icon on the Note to favourite this note instead.
You can then filter all of your Favourite articles using the Favourites filters.
What's Next?